Lyle Zaichkin, Financial Advisor located in Mesa, AZ

Financial Advisor
Lyle Zaichkin

CFP®, CEPA®, AAMS®, CRPC™
3035 S Ellsworth Rd Suite 130, Mesa, AZ 85212opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Movies & Entertainment
  • Hiking

Team Members

  • Lorrie Davis
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(480) 986-2258

Fax

(866) 816-2225

Office Address

3035 S Ellsworth Rd Suite 130
Mesa, AZ 85212opens in a new window

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