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Prizm Financial Advisors is a full service brokerage firm. We offer professional portfolio management, financial consulting and insurance services and products. Prizm Financial Advisors customizes each portfolio to the client’s individual goals and needs, no two client portfolios are the same! Below is a list of some of the products and services we offer to make your financial goals a reality. |
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| Investments |
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
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- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
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- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
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| Financial Planning |
- Retirement Plans
- Tax Plans
- 401 (k) Planning
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- 403 (b) Planning
- College Plans
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- Estate Plans
- Profit Sharing Plans
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| Insurance |
- Disablility Income
- Life Insurance
- Long Term Care
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| Tax Planning |
- Estate Tax Planning
- Income Tax Planning
- Capital Gains Tax Planning
- Small Business Tax Planning
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1751 South Naperville Road Suite 203, Wheaton, IL 60189
Phone: 630-665-4848 Fax: 630-665-4343 Email: dzayed@att.net
Securities and Financial Planning Services offered through Waterstone Financial Group.
A registered broker-dealer and member NASD-SIPC and Registered Investment Adviser.
Currently Dean Zayed is securities registered in Az, Il, In, NJ,SD and WI.
Mark Perkins is securities registered in Fl and Il.
This communication is strictly intended for individuals residing in the states listed above, where these registered representatives are registered to conduct securities business, and if applicable, as an investment adviser. No offers may be made or accepted from any resident outside the specific states referenced.
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