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 or Steve Aberman 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 objective financial advice.

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About Us

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

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How We Work

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

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Who Holds My Assets?

Independent financial guidance and investment advice.

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Doug Flynn, CFP on NewsNation discusses the impact of AI and emergency cash amounts for Americans.

Doug Flynn, CFP joins Connell McShane on NewsNation. 1) The new Hollywood writers’ contract has historic language on AI. How is AI impacting Hollywood, and more broadly what should most workers be thinking about as AI encroaches their industries? 2)How much emergency cash should Americans have on hand?.

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

Investing in mutual funds involves risks, including possible loss of principal. Fund value will fluctuate with market conditions, and it may not achieve its investment objective.

An increase in interest rates may cause the price of bonds and bond mutual funds to decline.

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 Portfolio Management

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

 

Asset Management

We emphasize continuous and regular account supervision.  As part of our asset 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. 

 

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.

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