Company Information

Get to know Zappitelli Financial Services LLP

Zappitelli Financial Services, LLP is a comprehensive financial firm based in Concord, Ohio, dedicated to helping individuals and businesses achieve their financial goals. Established with a commitment to providing personalized service, the firm offers a wide array of services including investment management, retirement strategies, estate conservation, tax management, and insurance products. Their approach involves gaining a clear understanding of their clients' financial situations and objectives to develop customized strategies and provide sound financial information, aiming to build long-term, trusted relationships.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Zappitelli Financial Services LLP

United States

Founded in

1982 (44 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.