By Mail:

1195 Park Avenue, Suite 205 Emeryville, CA 94608
info@zukfinancial.com

By Phone:

800-660-6291

By Fax:

510-547-8987

Adviser Request for Additional Information:

800-660-6291Contact Us

Financial ServicesUpcoming EventsProudly Supporting DonorsChoose.org

1Welcome

Preparation can put a realistic retirement plan within your reach.

Individuals & Families Investment Goals Retirement Planning

2Individuals & Families

Helping you make smart decisions today for a secure tomorrow

Public Employees Find An Advisor Retirement Calculator

3Public Employees

Put our decades of experience in the public sector to work for you

Educators Budgeting to Meet Goals 403(B) Guidance

4Educators

We'll give you a solid understanding all of your available retirement sources

Businesses Branch Offices Schedule A Plan Review

5Businesses

Our proactive strategy encompass every phase of the business cycle

Institutions & Non-Profits Our Services

6Institutions/ Non-Profits

Get your institution on the road to success

Zuk Financial Group

We provide innovative financial planning offerings, with a specialization in the educational and public sectors. We know that choosing a financialadvisor 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.

Discover The Zuk Advantage

Top 5 Resources

Should I pay down debt or invest my monthly surplus?

How much will I need to save for retirement?

Financial Truth

Save Now vs. Save Later

What are my long-term care insurance needs?

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group and NPC are separate and unrelated companies. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. NPC Privacy Policy