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Zaina Bankwalla

Financial Advisor, Investment Specialist

CFBS, MBA

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • College Funding Strategies
  • Business Succession Planning
  • Retirement Income Planning
  • Risk Management Strategies

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck