Our Products & Services

Zerkle Financial Services, LLC is dedicated to providing independent financial services that our clients need to serve them in the pursuit of proper financial stewardship.  ZFS provides a broad range of services, ranging from team-based types of financial planning that may involve an attorney and/or accountant, to basic individual investment selections. Advice is based solely on client’s specific situations and goals and may not be limited to investments alone, but may include all aspects of a client's financial situation.

In every aspect of our business and with every service that we provide, our goal is always the same…. We are focused on delivering the best advice, products, and services tailored to meet the financial objectives and risk tolerance for each of our clients, so that we can help provide "...Plans to Give you Hope and a Future!"

ZFS is proud to provide and make available the following inventory of products & services:

•*Financial Planning, Retirement Planning,Estate Planning, and Trust Planning

• IRA’s, Roth’s, and Rollovers

• Advice for employer-sponsored plans (401k's, 403b's, etc.)

• Income and Distribution Planning from IRA's

•*Mutual Funds*, and other individual investments

•*Annuities (Variable, Fixed, and Equity Index Annuities)

•*Money Management with independent, nationally recognized RIA Money Management Firms

• Practical Advice and options for Insurance (Life, Health, Disability and Long-Term Care)

Although not limited by any means to one particular market, ZFS has a strong interest in the pre-retirement and retirement markets. Because of this, ZFS has a strategic partnership with the S.L. Pierce Agency, an independent insurance agency specializing in the mature adult market in Central Ohio since 1976.  When these services are needed, this partnership provides a solid independent resource for information and products such as Health Insurance, Medicare Supplemental Insurance, Long-Term Care Insurance, Medicare Part D, and other insurance products.

To learn more about the insurance products and services offered by the S.L. Pierce Agency, click on the following link: www.slpierce.com .

(Please note that the S.L. Pierce Agency is not affiliated with Zerkle Financial Services, LLC, nor with Multi-Financial Securities Corporation, nor with ING.  As a result of such, we do not guarantee the accuracy of the information presented on the S.L. Pierce Agency website.)

Contact ZFS now to help you navigate the road to financial freedom!

*Securities and advisory services offered though Multi-Financial Securities Corporation, member FINRA, SIPC, an ING Company.