Zephyrus Financial Services

www.zephyrusfs.com

Zephyrus Financial Services was founded in 1998. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. Named after the mythological god of the west wind, Zephyrus is often portrayed in literature as thoughtful and benevolent. Our clients are confident we will be there supporting and adjusting their financial roadmap through every milestone in their lives. We are passionate about educating clients and enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about your family, hobbies and dreams. It’s important we get to know you before creating your financial roadmap. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity. Awards Timothy Piehl, Financial Advisor - Cetera Circle of Excellence Advisors 2017, 2018, 2019, 2020 Amanda Schuler - Outstanding Sales and Service Award 2020

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Zephyrus Financial Services was founded in 1998. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. Named after the mythological god of the west wind, Zephyrus is often portrayed in literature as thoughtful and benevolent. Our clients are confident we will be there supporting and adjusting their financial roadmap through every milestone in their lives. We are passionate about educating clients and enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about your family, hobbies and dreams. It’s important we get to know you before creating your financial roadmap. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity. Awards Timothy Piehl, Financial Advisor - Cetera Circle of Excellence Advisors 2017, 2018, 2019, 2020 Amanda Schuler - Outstanding Sales and Service Award 2020

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State

Minnesota

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Employees

1-10

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Founded

1998

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Potential Decision Makers

  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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