The Zaino Group - Charlotte, North Carolina

Address: 2101 Sardis Rd N # 207, Charlotte, NC 28227, United States.
Phone: 7045601573.
Website: thezainogroup.com
Specialties: Financial consultant, Financial planner, Life insurance agency.
Other points of interest: Identifies as veteran-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 62 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of The Zaino Group

The Zaino Group 2101 Sardis Rd N # 207, Charlotte, NC 28227, United States

⏰ Open Hours of The Zaino Group

  • Monday: 8:30 AM–8:30 PM
  • Tuesday: 8:30 AM–8:30 PM
  • Wednesday: 8:30 AM–8:30 PM
  • Thursday: 8:30 AM–8:30 PM
  • Friday: 8:30 AM–8:30 PM
  • Saturday: 10 AM–4 PM
  • Sunday: Closed

The Zaino Group is a highly recommended financial consultant firm located in Charlotte, NC. Offering specialized services such as financial planning, life insurance agency, and more. The team at The Zaino Group is known for their dedication to helping clients achieve their financial goals.

Address: 2101 Sardis Rd N # 207, Charlotte, NC 28227, United States.

Phone: 7045601573.

Website: thezainogroup.com.

Especialidades

  • Financial consultant
  • Financial planner
  • Life insurance agency

Other Points of Interest

  • Identifies as veteran-owned
  • Online appointments
  • On-site services
  • Language assistance
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointment required
  • Appointments recommended.

This company has 62 reviews on Google My Business with an average rating of 5/5. Many clients appreciate the professional and personalized service provided by The Zaino Group.

👍 Reviews of The Zaino Group

The Zaino Group - Charlotte, North Carolina
Alice B.
5/5

I can't say enough good things about Mike Zaino of The Zaino Group. Recently, I attended a union sanctioned retirement seminar sponsored by AFGE which Mike was the presenter. He provided a lot of important, sometime complex, information in a confidence, calm knowledgeable manner which everyone could understand. I took advantage of the free one-on-one counseling session which resulted in multiple sessions via zoom, texts and phone calls. His ability to navigate and make changes through my Thrift Saving Plan (TSP) account with my consent was flawless. When paperwork/documents arrived converting my TSP to another financial institution, Mike was there to answer all my questions in a timely, friendly manner, always - no matter how many times I contacted him. When things took too long to come together, Mike intervene on my behalf via three-way calls and emails. I tell everyone I meet that Mike is the best and they should attend one of these seminars prior to their retirement. As a result of Mike's efforts, I know I am financially in a great place. He was better than my bank's Financial Advisors. Kudos to Mike! Keep of the great work as it is greatly appreciated.

Sincerely,
Alice Brinkley
100% Satisfied Customer

The Zaino Group - Charlotte, North Carolina
Matt
5/5

Mike is a great communicator. I have been to numerous retirement workshops that he has presented about the US Postal Service. I admire his dedication to helping postal employees to navigate thru the processes in order to maximize the benefits offered. I consulted with him when it came time for my retirement packet to be completed. He was very patient with all the questions I had about the best path to take. Once I retired, he advised me in the most profitable way to convert my TSP to a lifetime investment portfolio. I value his advice and have recommended his services to many of my friends.

The Zaino Group - Charlotte, North Carolina
Bob F.
5/5

I attended Mike Zaino's Retirement Workshop and found it to be informative and entertaining. Many of these seminars are boring and sleep inducing, but not Mike's. He engaged the audience and he presented the information in a clear, easy to understand manner. He kept the presentation lively, and I came away with a great deal of knowledge. He demystified many of the questions about retirement and gave me clarity. He cut through all the complex verbiage and made it simple for a layman to understand. If you have the opportunity to attend one of his seminars, please take it. You will not be sorry. Mike is very personable, approachable and easy to talk to.
He was instrumental in assisting me navigate the complex claims paperwork that was associated with my wife's passing. His personal, easy going demeanor made it enjoyable to work with him. His help was invaluable during this painful time, and I felt like I was speaking to a friend. He always had my best interest at heart. He is extremely knowledgeable and offered me the best financial option for me rather than a "one size fits all" plan.
Mike is a great guy. I am proud to call him not only my advisor but my friend. I you need good, honest, easy to understand retirement advise, Mike is the man to see.

The Zaino Group - Charlotte, North Carolina
Carol H.
5/5

I recently had the pleasure of attending a retirement workshop led by Mr. Mike Zaino and I can’t say enough about how informative and valuable it was.
The presentation was clear, well-organized, and packed with practical advice, but what truly stood out was how engaging Mr. Zaino made the entire experience. He has a natural ability to connect with the audience, keeping everyone involved and making complex financial topics easy to understand. I left feeling confident about my financial future and much more prepared to take control of my retirement planning.

What really impressed me was the one-on-one consultation afterward. Mike took the time to understand my personal goals, answered all my questions in great detail, and never made me feel rushed. His expertise and in-depth knowledge of retirement planning options, from investments to tax strategies, were evident, and his personable approach made the process stress-free.

Above all, I felt heard and valued throughout the entire process. The personalized attention and genuine care he showed made me feel like I wasn’t just another client ,but someone whose financial well-being truly mattered.

His engaging personality, combined with his financial expertise, creates a perfect environment for anyone looking for trusted advice.
I highly recommend Mr. Zaino for anyone seeking a knowledgeable and personal approach to retirement planning.
~Carol Hightower

The Zaino Group - Charlotte, North Carolina
Williams F.
5/5

1st contact with Mike was at a retirement seminar in Fayetteville NC for federal employees. Extremely informative. I’ve been with SSA for 25 years and learned info about this agency that I wasn’t aware of.
Our one on one consultation with him set my and my husband’s mind at ease regarding my retirement.
Mike is knowledgeable, easy to communicate with, and explains detail info in plain language.

The Zaino Group - Charlotte, North Carolina
robin W.
5/5

MIKE ZAINO is the best and has the most exciting retirement seminar available. Check him out and schedule you a one on one session and get the tools you need to ease your mind about your next step. He’s knowledgeable and he cares about putting your mindset right. The decision is yours and there is no pressure. Fill free to ask him any question you may have. No question is to small. Sign up for the seminar or your one on one session ASAP, you will not regret it.

The Zaino Group - Charlotte, North Carolina
Craven A.
5/5

I was initially a little skeptical about the whole "free seminar" thing, but was totally & pleasantly surprised! Mike Zaino gave an outstanding presentation! Very knowledgeable, personable, and made an otherwise dry topic very interesting. I really appreciated the one-on-one meetings he offered. I encouraged all my coworkers to attend a seminar before retirement, especially if Mike is hosting!

The Zaino Group - Charlotte, North Carolina
Monique S.
5/5

It is great to be able to trust and be treated with exceptional care. Mike is an expert and has consistently delivered the best advice during his retirement seminars. His advice is honest, and delivered so that you can clearly understand. These are important attributes you need when assisting soneone in planning their retirement. I'm personally great to have his expertise to assist me during this time in my life.

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