Planning
Our clients know they are in good hands as we treat everyone like family, it's just how we do business
We specialize in finding tax savings for your retirement that in some cases can save you millions throughout your retirement
Experience:
Years in the financial services industry, focusing on retirement and investment strategies
Expertise in helping clients understand and navigate annuity products
Background:
Passion for empowering individuals and families to secure their financial futures
Committed to providing clear, actionable insights for informed decision-making
Personal Touch:
Enjoys working out at the gym, with a passion for powerlifting—received awards at the ages of 19 and 20.
Proud pet owner of an English Bulldog and three miniature horses.
Living in the picturesque Farmlands, surrounded by beautiful views of the Kittatinny Mountains.

Joe Zanni
Financial Services Specialist
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