Zavitz & Sykora Financial Strategies

We have been working with the team at Zavitz & Sykora for almost a year now and they have surpassed all of our expectations. Before coming to Greg, we were working with an advisor at one of the big banks, and I have to say that we will never look back. For us, It was pretty obvious the difference when your advisor actually cares about your best interest and takes the time to coach you through understanding the choices you have for your investments. Maybe it was just our prevous advisors, but before Greg, everything seemed transactional and kinda generic, even some of the advice we received didn't really make sense for us. Greg's advice was highly personalized, tailored to our goals, and overall just fit our life. We are looking forward to working with Greg and team for a long time.

I’ve known Greg Sykora for over 15 years, starting with his early days at Raymond James where we worked together and then we both moved to Fidelity Investments. When it comes to advanced financial planning, portfolio construction and fiduciary duty, Greg has always acted in the best interests of his clients and peers and is an asset as a financial advisor. If you’re a business owner, physician or HNW investor especially, Greg has a plethora of tax-efficient solutions that he has used to solve complex problems. I recommend Greg’s services and hold him in the highest regard.

Greg is so generous with his time and expertise, he truly takes the time to get to know his clients so that he can provide financial solutions that are tailor made. Would highly recommend him and his team.

I’ve known Greg over 4 years. Greg and staff are knowledgeable, professional and courteous. He provided excellent explainations and investment advice. We are looking forward working with him on our will and estate planning

I've known Greg Sykora as a Finance Professional since his days as a Vice President at Mackenzie Investments. He manages my own and my family's accounts, saving us a considerable amount in fees while keeping our best interest at the forefront. I highly recommend him if you are looking for financial planning/wealth advice.

Greg & team have exceptional knowledge of financial planning and investment sophistication. I would recommend Greg & team to anyone looking for financial advice!

Greg excels at using evidence-based advice for long term financial planning and investing. Unlike many advisors he has the best interests of his clients in mind and the fee structure reflects that. His guidance has been helpful in refining my financial plan and long term goals.

I have known Greg for 4 years now and he is always a pleasure to deal with. He’s personable, knowledgeable and patient. I am thankful for all of his financial advice and look forward to being his client for many more years to come. I highly recommend Zavitz and Sykora Financial Strategies.

I've had the privilege of working with Greg Sykora as my financial advisor, and I can confidently say that he is an exceptional professional who has completely transformed my financial outlook. Greg's holistic approach to financial planning is nothing short of remarkable, and I wholeheartedly recommend his services to anyone seeking comprehensive financial guidance.From the very beginning, Greg has displayed an impressive depth of knowledge and expertise in all aspects of personal finance. He took the time to understand my unique goals, aspirations, and financial situation. What truly sets Greg apart is his ability to integrate traditional financial strategies with a holistic approach that encompasses my overall well-being.One of the things I appreciate most about Greg is his genuine care for his clients. He goes above and beyond to establish a trusting and collaborative relationship, making you feel heard and valued. Greg is an excellent listener, and he tailored his recommendations to align with my values and priorities. Whether it was managing my investments, planning for retirement, or minimizing tax liabilities, Greg provided well-researched and personalized solutions that fit my needs perfectly.Greg's expertise extends beyond traditional financial planning. He guided me through important decisions like estate planning, insurance coverage, and even offered practical advice on maintaining a healthy work-life balance. His holistic approach recognizes the interconnectedness of various aspects of life, and he helped me achieve financial stability while ensuring my overall well-being was prioritized.Throughout our journey together, Greg demonstrated an unwavering commitment to my financial success. He regularly kept me informed about market trends, potential risks, and opportunities for growth. He was always accessible and prompt in addressing any questions or concerns I had, providing a level of support and reassurance that made me feel secure in my financial decisions.Another aspect that sets Greg apart is his ability to simplify complex financial concepts. He possesses an exceptional talent for breaking down intricate ideas into easily understandable terms, empowering me to make well-informed decisions. This skill is particularly valuable for those who are new to finance or find it overwhelming. Greg's approachability and dedication to education make him an invaluable resource for anyone seeking to improve their financial literacy.Greg is not your average financial advisor. His holistic approach, extensive knowledge, personalized recommendations, and genuine care for his clients make him a standout professional in his field. If you are looking for a trusted partner who will guide you towards financial success while considering your overall well-being, Greg is the advisor for you. With him by your side, you can confidently embark on a journey towards a brighter and more secure financial future.

I greatly appreciate Greg's sound financial advice. His insight and experience have helped me adopt an investment strategy specific to me, which provides clarity and confidence as I continue my investment journey.Thank you very much! I happily and gratefully recommend that others reach out to you, wishing you all the best!