• Welcome

    Whether the business climate is foggy or bright, today’s successful business owners and professional practices need appropriate insurance coverage, quality retirement and benefit plans, and even personal retirement and estate planning.

    Richard E. Zacharoff & Associates can help you set your course – by addressing your financial needs and those of your employees. We have advised hundreds of business owners and professionals on strategies to meet their goals, maintain their capital, and strengthen their financial security since 1974.

    Nearly 100% of our clients represent referrals and repeat business, reflecting the quality of the relationships we build with successful, self-made individuals and family-owned businesses.