NEW YORK, April 27, 2012 /PRNewswire/ -- Zaim Hajdari, a New York City-based wealth manager, has been named one of the "Best Financial Advisers for Dentists" by Dental Practice Report, a leading publication of the dental profession.
Dental Practice Report subjected each applicant to a rigorous and extensive screening process, checking each entrant against the databases of the Securities and Exchange Commission and the Financial Industry Regulatory Authority to make sure all those selected had clean records with these regulatory bodies. The survey also covered credentials, educational background, experience, size of firm, minimum portfolio requirements and noteworthy professional achievements.
The article, in a special report format, is available at:
Hajdari is one of only four New York state advisers so honored. Additionally, he was one of a handful of advisers selected for a special sidebar quotation within the report:
"Dentists are obviously smart but need time to focus their energy and resources on their practices. Successful dentists know they need to delegate financial matters to experts. We act to help guide them about taxes, insurance, investments, savings and more so they don't have to pore over The Wall Street Journal every day."
Dentists have a lot to worry about today, with margins squeezed by increasing costs and the need to work with insurance companies. They wonder about their ability to provide a retirement plan for their employees, as well as themselves. Also, they're concerned about their ability to transition out of their practices at retirement, by selling to a younger partner or a dentist with a neighboring practice. A professional financial adviser can help them with all these issues. They assist them with their financial issues today -- and make sure their families are protected for the future.
Professionals Working with Professionals
For Hajdari, it's all about being a professional -- and looking for one. "I maintain that most of us spend a significant portion of our lives searching for trusted advisers," he says. In short, many of us look for good dentists -- but good dentists are looking for good advisers. Trusted professionals may differ in what they care for -- investments or oral health -- but one thing they share is a commitment to trust, integrity and competence.
"A trusted adviser relieves the client of the responsibility he or she really can't handle or doesn't want to handle," continues Hajdari.
About The Hajdari Group
The Hajdari Group ( www.thehajdarigroup.com ) is an independent firm in New York City. President and founder Zaim Hajdari is a Chartered Retirement Planning Counselor with 18 years of experience. The firm provides financial planning and investment management services to high-net-worth individuals and families. Other services include 401(k) rollover advice, retirement planning, college planning and estate planning.
Hajdari is also the branch Manager of Raymond James Financial Services Private Client Group (securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC). Hajdari was formerly an investment manager with JPMorgan Chase where he oversaw over $3 billion in client assets.
Alexis Kazarian, Office Manager
SOURCE The Hajdari Group