Choice Advisors
About the Business
Choice Advisors is a finance institution located at 405 North Calhoun Road in Brookfield, Wisconsin, United States. We believe that a financial goal without a tax plan is just a wish, which is why we offer valued guidance and simple solutions to help you navigate the complexities of personal finances. Our integrated planning approach allows our consultants to provide you with the tools and knowledge needed to achieve financial wellness.
Securities offered through Securities America, Inc. Member FINRA/SIPC and advisory services offered through Securities America Advisors. Choice Advisors is not affiliated with the Securities America companies. Our services are available for residents of the United States and are for informational purposes only. We do not provide legal advice and recommend seeking independent advice from a tax professional based on individual circumstances.
Our website provides information on our services and offerings, but we recommend checking the background of our investment professionals. We are dedicated to helping individuals in states such as AL, AZ, CA, CO, FL, GA, IA, ID, IL, MA, MI, MN, MO, NC, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WY. When you access our website, you are leaving our site and assume responsibility for any information provided on third-party websites. Contact Choice Advisors for more information on how we can help you achieve your financial goals.
Location & Phone number
405 N Calhoun Rd UNIT 106, Brookfield, WI 53005, United States
Reviews
"Handling all of your finances on your own can be quite intimidating. It can often feel like you’re trying to navigate through a storm of confusion, and all you can see are black clouds covering the horizon. What can help the most through these storms isn’t fancy programs, tools, or systems, rather it is a trusted pilot to guide you through the storm. This particular pilot for me was Rob Zyzo. My wife and I went through some rough patches with different financial advisors and were finding it difficult to find someone to trust. Knowing that Rob Zyzo is a grounded, knowledgeable, and generous man, it gave us so much internal peace as we met with him. During our first meeting, I’ve learned more about the financial world than ever before. He patiently answered all of our questions and broke down complex financial topics into easily understandable concepts. I felt respected, encouraged, as well as in control of my money more than ever before. Rob Zyzo has been in the financial business for over 20 years and has a CFP (which is a clear indicator of a man who has worked hard to get where he is). Needless to say, if you are feeling as if you need a trusted pilot to navigate the storms of financial confusion, Rob Zyzo is your guy. (Coincidentally, he does happen to be a former U.S. Army Apache helicopter pilot!)"
"I've worked w/Kyle for years for multiple reasons. He helped me budget finances, plan for proposing to my girlfriend (save for the ring), plan for the wedding (she said yes), plan for buying my first house, plan for having my first baby, file taxes, acquire adequate life insurance coverage for my family, and probably more. When it comes to something like personal finances, you want to work with someone you can trust and who seems to genuinely have your best interests at heart. Happy to say that guy is Kyle, and I'd recommend working with him to anyone."
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