Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Zambri Financial Solutions, Ameriprise Client Experience Award, 2021

Community participation

As a team, we pride ourselves in our involvement with the community. Some of our activities include...

- Being Lectors at St. Frances Cabrini parish

- Religious Education Catechist

- Members of the Knights of Columbus

In addition to our shared activities, Tony S. Zambri is also...

- A board member for the Longwood Youth Sports Association

- The Parish Trustee at St. Frances Cabrini Parish in Coram

- A member of the St. Frances Cabrini Marriage Ministry