Zach provides personalized financial planning and spends the time needed to build trust with people, which he feels is critical to doing his best work. “I want to know about them; not just their assets or financial situation, but know them as a person. This helps me understand more about their real motivations and life goals, so I can tailor their plan accordingly.”
“Our practice revolves around family. When you deal with Creutzer Financial Services, you will be dealing with a Creutzer. We share the same values, strategies, and integrity that will never change. We want to treat our clients the same as family. Our clients and their children will always deal with a Creutzer. We will never leave, and continue to pride ourselves on our commitment to our clients and they have someone to trust and give them truthful solutions,” Zach says.
Zach emphasizes that Creutzer Financial provides the full scope financial planning services, including working with a network of accounting and legal professionals. He says, “We do not just want to look at your assets, but the full picture. That includes Social Security and other types of benefits, employer sponsored plans, etc. As advisors, we will provide a tailored customized plan for each client, provide honest strategies, and never hit our clients with unnecessary fees. We create a safe place for our clients to help them feel comfortable and confident that their assets are in the right places.”
Born and raised in Harford County, Maryland, Zach received his bachelor’s degree from the University of Maryland. He lives in Bel Air, Maryland, with his wife, Danielle, and son, Calvin. He loves the community and volunteers at Rockfield Manor in Bel Air for a variety of events, like wine festivals and First Fridays, etc.
In his free time, Zach is an avid weight lifter, computer geek, and investing/planning information addict. He loves spending time with family and friends, especially at the beach in Fenwick, Delaware.
