The 365 Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Greg Zienowicz

Greg Zienowicz

MBA, CFP®, CRPC®

Financial Advisor

Associate Vice President
Visit Greg Zienowicz's website

Team

Karen E. Kremer

Karen E. Kremer

Client Service Associate

Roxana Farrar

Roxana Farrar

Senior Operations Leader

Qualifications

  • Series 7
  • Series 66
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