Zeidman, Hakim, Levinthal, Hinrichs & Assoc.

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Darren Levinthal

Darren Levinthal

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Darren Levinthal's website
Erica Hinrichs

Erica Hinrichs

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Erica Hinrichs's website
Gregory Hakim

Gregory Hakim

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Gregory Hakim's website

Team

Kelly A. Bride

Kelly A. Bride

Client Relationship Manager

James Kanai

James Kanai

Financial Planning Analyst,

Paraplanner
Cody Bartusiak

Cody Bartusiak

Investment Specialist,

Paraplanner