NZ
Naveed Zadafshar
Tax Associate at The Mather
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Work Experience
Tax Associate
Aug 2021 - Present · 3 years and 4 months
Tax Preparer
Jan 2019 - Apr 2019 · 3 months
Jackson Zone
Strategic Support Program Assistant
Sep 2018 - Dec 2018 · 3 months
Company Details
51-200 Employees
You don’t get one advisor, you get The Mather Group. As your fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee, so you can focus on what truly matters. The Mather Group, LLC (TMG) is one of the nation's fastest-growing independent, fee-only registered investment advisory firms, dedicated to offering comprehensive financial planning with our clients’ best interests at the forefront. Our financial professionals are not brokers; they do not earn commissions or receive compensation from selling products. This means we are truly aligned with our clients. Our fees are fully transparent and clearly disclosed in our public documents, ensuring there are no hidden costs. We take pride in educating investors on the true meaning of fiduciary responsibility, especially in today’s ever-evolving financial landscape. The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Year Founded
2011
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
353 N. Clark Street Suite 2775 Chicago, Illinois 60654, US
Keywords
Retirement PlanningInvestment ManagementTax PlanningEstate PlanningFinancial PlanningWealth ManagementFamily Office
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