We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Jim Zientara, MBA, CIMA®

11009 Gatewood Dr

Lakewood Ranch, FL 34211-4941

T 941.750.6818

F 941.750.6816

TF 877.750.6818

"Price is what you pay. Value is what you get."