The Guggenheimer / Zaki Team is an experienced group of financial professionals dedicated to helping their clients achieve their financial goals. With over 40 years of industry experience, Steve Guggenheimer, George Zaki, and Courtney Carnevale strive to provide excellent service as they guide their clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
Through consultation, education and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, we have helped many clients accumulate, preserve and enjoy their wealth.
No matter where you are in life—or where the people who matter the most to you are in their lives—we provide a broad range of financial planning services that can address your current and future needs and goals. Saving for college. Saving for a home. Starting a business. Preparing for retirement. Planning for the transfer of wealth. Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to us.