At ZWF we know that we are unable to go it alone on every aspect of  advice. We have created strong relationships with experts in areas that are important for our clients. Working together with trusted professionals, for the benefit of our clients, our relationships offer clients introductions to seek professional advice. 

• Zoellner Whole Financial Professional LLC has developed relationships with  C.P.A. Firms local and nationally known. We can offer an introduction to tax professionals for individuals, businesses and corporations based on the needs of the person or  entity and the speciality of the C.P.A. firm.

• Zoellner Whole Financial Professional LLC has developed relationships with Law Firms local and nationally known. We have relationships with legal professionals in real estate transactions,  estate planning, elder care, executors of trusts and other attorneys who prepare legal documents for the benefit of clients legal needs.

• Zoellner Whole Financial Professional LLC has developed relationships with Insurance Brokers and Financial Management Organizations to assist in the researching the benefits of Life Insurance, Insurance Retirement Vehicles and other LIfe Insurance Products and benefits.

Zoellner Whole Financial Professional LLC does not offer legal or tax advice of any kind. If you have an interest in finding an attorney, c.p.a. tax preparer; call us. We will listen to your concerns and needs and give you several referrals for you to choose from.