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Proactive Agility to Help Maximize Personal and Business Finances: Joanne's Story Thumbnail

Proactive Agility to Help Maximize Personal and Business Finances: Joanne's Story

"I’ve known Jim [Zahansky] professionally for many years and have always found him to be a very smart guy with an interesting perspective. He’s a visionary and a really strong leader.

So when my husband and I started our own business I thought he would be a great person to talk with about how to reach our goals. 

We have a variety of financial goals, both business and personal, and the team at Weiss, Hale & Zahansky have really helped us to align and prioritize all of them, which is no small feat.

They’re also really agile and nimble, so when things change for us or the business, like when we had to pivot during COVID, they’re right there to look at how that affects our business and our personal plans and then strategize on how to adjust. 

Jim is really collaborative and I really feel like he and the WHZ team care about us first, which is really important. 

"Dave" signature

This statement was provided 3/23/2023 by Joanne McHugh who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

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