• Home
  • About Us
    • Accounting & Tax Services
    • Wealth Management Services
    • Services
    • Our Team
    • Our Location
    • Featured Links
    • Where's My Tax Refund?
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us


Printed from: www.zahnandzahn.com

The information on this website is intended for informational, educational and noncommercial purposes.  Nothing in this website is intended to constitute legal, tax, securities, investment advice, or an opinion regarding the appropriateness of any investment or service for any individual or investor and should not be relied upon in making an investment decision.   The opinions expressed and material provided are for general information, and should not be considered as solicitation for the purchase or sale of any security.

References that may be made to an investment or porfolio's performance are based upon historical data and should not assume that past performance is indicative of future performance.  Investing involves risks, including possible loss of principal.  There are special risk considerations associated with value strategy investing, international investing, including emerging markets, and small company investing.  No assurances of guarantees are given regarding the performance of any investment.  Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. 

Zahn & Zahn will only transact business in states in which the firm is properly registered, or is exempt from registration.  Nothing in this site is intended as an offer or solicitation for the purchase or sale of securities in any jurisdiction. 

The registered representatives(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion. 

Dave Zahn is an Investment Adviser Representative in CA, OK and TX.  Insurance licensed in CA, LA, and OK (CA License number: 0C72231). 

Jo Ann Zahn is a Registered Representative in CA and, also, insurance licensed in CA (License number: 0D41896).

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

Online Privacy Policy · Privacy Promise · Business Continuity · Important Disclosures · Order Routing

  • Site Map