Zuk C L & Associates

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 8:30 am - 5:00 pm

(949) 472-8055Call Visit WebsiteVisit Website Map & DirectionsDirections22936 El Toro RdLake Forest, CA 92630 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Lake Forest with Financial Planning Consultants

Laguna Hills (3 miles)
Mission Viejo (4 miles)
Aliso Viejo (6 miles)
Foothill Ranch (7 miles)
Rancho Santa Margarita (8 miles)
Ladera Ranch (8 miles)
Laguna Niguel (12 miles)
Laguna Beach (13 miles)
Irvine (13 miles)
San Juan Capistrano (14 miles)

More Info

Extra Phones

Phone: (949) 472-4550

Phone: (949) 472-8312

Fax: (949) 472-8055

TollFree: (800) 660-6291

Payment method

cash

AKA

Zuk & Associates

Zuk Financial Group

Other Links

https://zukfinancial.com

https://zukfinancial.com/contact-us

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (949) 472-8055

Address: 22936 El Toro Rd, Lake Forest, CA 92630

Website: https://zukfinancial.com

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Zuk C L & Associates

Tax Services
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 services.
Roth IRA
Considered to be “The Educated Choice,” our firm has specialized in helping California’s educators since 1974. In fact, our founder, as well as many advisors on our team today, bring their own personal insights as educators into helping today’s teachers find financial peace of mind. With our unique window into your world, our advisors can provide knowledgeable strategies and solutions pertaining to your Cal STRS, Cal PERs, Roth IRA, 403(b) plans and other educator-specific financial concerns.
Capital Gains Taxes
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

Investment Management
When it comes to growing and protecting your assets, taking tax efficiency into account is crucial to maximizing your hard-earned returns. In fact, knowing when to withdraw assets and from which accounts is just as critical and important as building your savings in the first place. Our advisors offer a special focus on retirement planning and investment management with an emphasis on tax efficiency. We’ll work together to help minimize and optimize your tax obligations.
Mutual Funds
Through his investment advisory and financial planning practice, Gene represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Gene offers both institutionally managed programs to his clients as well as fee-based consulting.
Bonds

Accounting Services

Financial Planning
As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month!
Retirement Planning
Gene combines his degree in accounting with over 21 years of experience in the financial services industry, providing investment and retirement planning services to both individuals and businesses. Gene thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized and comprehensive financial plan.
Annuities
Gene Bowan has been a Financial Advisor with Zuk Financial Group since 1994 and is located in Lake Forest, California. A Registered Representative for LPL Financial, Gene holds FINRA Series 6, 7, 63 with LPL Financial and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Gene also holds a CEP®, Certified Estate Planner™ professional designation.
Long Term Care
Narine Mardanyan is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. Narine is a Certified Financial Planner™ and an Investment Advisor Representative (IAR) and holds her FINRA Series 7 with LPL Financial and FINRA Series 66 registration, held with Valley Wealth Strategies. She is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, and Variable Annuities. Before joining Zuk Financial Group, Narine worked as a Financial Advisor at Morgan Stanley and ING Financial Advisers.

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