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Joseph E Z

Series 63, Series 65

Marco Island, FL

Prime Capital Financial

Joseph E. Zdeb is a financial advisor with Prime Capital Financial in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm uses a variety of investment strategies and platforms, and it operates an affiliated accounting subsidiary providing tax planning and bill-pay services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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