What is estate planning?
Estate planning is the process of arranging who will receive your assets when you die.
11 min read
Find a financial advisor near Presto, PA
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
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Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
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No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
2 agents found - Take our quiz to see our full list of certified advisors in your area.
Scott McKay, CFP®, MBA, CRPC®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
20 years
Pricing
AUM
J.C. Howard, CFA®, CFP®
CAPTRUST
Expertise
Investment Management
Expertise
Investment Management
AUM
$852B
Experience
8 years
Pricing
AUM
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