FLYNN ZITO CAPITAL MANAGEMENT, LLC

Many people know Flynn Zito Capital Management as one of the most well-respected investment management partnerships.  They might also know Doug Flynn from his regular TV appearances on various financial programs.  And anyone who has ever worked with Rich Zito, Ryan Haiss, Steve Aberman or Stefan Gollisz know them as determined, committed professionals who constantly go above and beyond to make a positive impact on the lives of others.

One thing's for sure: people who know the Flynn Zito team know they are one of the hardest-working team of professionals around - and that's enough for them.  They've earned a reputation that reflects the high standards they have for themselves, their families and the people they serve.  They are compassionate, caring wealth preservation specialists who help clients pursue their individual investment objectives by offering personalized, independent financial advice.

Contact Us

 

 

 

About Us

If you need guidance on investments and financial planning set your sights high. Experience a higher standard of excellence in wealth management.

Learn more

 

How We Work

The prospect of building wealth through successful investing has never held more appeal.

Learn more

 

Who Holds My Assets?

Independent financial guidance and investment advice.

Learn more

DOW 40,000! All about it with Doug Flynn, CFP on NewsNation

Join Certified Financial Planner and co-founder of Flynn Zito Capital Management, Doug Flynn, as he shares insights on the recent milestone of the Dow Jones Industrial Average reaching 40,000 intraday for the first time. Doug discusses the significance of round numbers in the market, the impact of strong earnings and low inflation on investor sentiment, and the role of major companies like Walmart and Boeing in driving market trends. Finally, Doug weighs in on the percentage of Americans owning stocks being at an all-time high.

 

Click here to see more TV Appearances

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

OUR SERVICES

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Comprehensive Wealth Management

Our comprehensive portfolio management service encompasses investment management as well as providing financial planning/financial consulting to clients.

 

Investment Management

We emphasize continuous and regular account supervision.  As part of our investment management service, we generally create a portfolio, consisting of individual stocks or bonds, ETFs, options, mutual funds and other public investments.  

 

Retirement Plan Consulting

We provide retirement plan consulting services to employer plan sponsors on a one-time or ongoing basis. 

 

Advice Only Financial Planning and Consulting

We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client’s current situation, goals, and objectives.

Your Team