Zuk Financial Group |

Over 20 Branch Offices To Serve You

San Dimas
Find an Advisor
Over 20 Branch Offices To Serve You

Lake Forest
Find an Advisor
Estate Planning a wealth of financial planning services

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Welcome

Zuk Financial Group is a retirement planning and financial advisor firm.
We specialize in the investment, tax planning and retirement needs of the educational, non-profit and professional communities. We provide innovative financial planning offerings, with a specialization in the educational and public sectors. We know that choosing a financial advisor is one of the most important decisions you can make. So we invite you to explore our services, learn more about who we are, then contact us, and we’ll show you how our experience and innovative approach will exceed all your expectations.

individuals

We recognize that everyone has unique financial situations that vary with time and circumstance, Zuk advisors strive to maintain consistent communication to anticipate these changes and serve your ensuing needs.

Zuk Advisors

relationships

We represent over 30,000 clients, and have helped to allocate nearly a billion dollars of financial assets into a variety of security and insurance investment solutions. We’re dedicated, as a group, to achieving mutual success with our clients.

Zuk Advisors

longevity

Founded in 1974 by Paula Key, Ph.D., CFP and Cory Zuk, CFP, Zuk Financial Group consists of a dedicated group of professionals who believe in collaborative partnerships designed for the long term.

Zuk Advisors

Our clients

Educators

Zuk Financial Group has specialized in financial planning for California’s educators since 1974. This means we truly speak your language: from Cal STRS and Cal PERS to Roth IRAs and 403(b) Plans, we have the kind of experience you need to make sense of the options available to you.

Individuals & Families

A new job. An addition to the family. Purchasing a home. Retirement. Life brings about both joyful milestones and difficult challenges that affect your financial situation. So it’s imperative that you make good decisions now to prepare for these events, both planned and unexpected.

Public Employees

We can assist you with: Retirement Planning
Together we’ll formulate a unique plan of action based on your needs and retirement income sources.

Zuk Advisors

Every professional at Zuk Financial Group brings a broad range of experience that adds a different dimension to our services, including accounting, law, tax preparation, education, sole proprietorships and computer engineering. This diversity gives Zuk advisors the business acumen and maturity that adds distinct value to our specialized retirement planning services.

Branch Offices

We have advisors in California, Washington, and Massachusetts. Use the link below to find a local Zuk advisor.

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What does your plan look like?

There are many difficulties in proper retirement planning not the least of which is the fact that many assumptions must be made. Our online fact finder will provide our advisors with the information to help you overcome those difficulties.

Retirement Needs Analysis

Request Your Retirement Needs Analysis

Financial Calculators

How much should I be saving for college?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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How much should I be saving for college?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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How long will my money last with systematic withdrawals?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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How does inflation impact my retirement income needs?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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