Also known as sanchez and zures
Sanchez & Zures, LLC is a fee-only financial planning firm based in McLean, Virginia, founded in 2006. It reports about $241.9 million in assets under management. The firm provides financial planning, portfolio management and tax preparation, and states that it charges no commissions. It describes a disciplined investment strategy and notes that it follows the professional standards of the Certified Financial Planner and Certified Public Accountant designations. Co-founder Jeffrey Zures is a CPA and CFP who previously represented financial institutions including Merrill Lynch and Alliance Capital and worked in the financial planning, portfolio management and tax departments at Sullivan, Bruyette, Speros and Blayney. The principals have been quoted in publications such as The Wall Street Journal and Bloomberg News.
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Sanchez & Zures is a wealth manager based in McLean, United States, managing approximately $242M in assets.
Sanchez & Zures is headquartered in McLean, United States.
Sanchez & Zures manages approximately $242M in assets under management.
Sanchez & Zures was founded in 2006.
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