Born and raised in Lakewood, Ohio, Frank Z. Revy attended Mercyhurst College where he earned his Bachelor of Arts in Creative Communication Arts. In the mid-1990s, he began his financial planning career, earning his Series 7, Series 63, and Life/Health Insurance License. Frank founded Revy Financial Group in August of 2003, where he strives to educate his clients on the intricacies of tax and financial planning.

David M. Zolt, CFP® recently joined forces with Frank after consulting with corporations and not-for-profit organizations regarding their retirement and employee benefit plans for over twenty-five years. David is a Certified Financial Planner™ and member of the Alliance of Cambridge Advisors, a network of 120 fee-only financial advisors around the country. We met with Frank and David recently, and listened as they provided this overview of the services Revy Financial Group provides;

Revy Financial Group is one of the area's leading tax specialists offering tax preparation and fee-only financial planning services. We provide professional assistance with investments, in addition to disability, life, and long-term care insurance, and a broad complement of financial planning services ranging from college and estate plans to money management, profit sharing plans, retirement plans, tax plans, and 401(k) and 403(b) planning. As a local business, we strive in an objective manner to help members of the Westshore community realize their financial independence, and have saved our clients thousands of dollars in taxes.

Most brokers work either for commissions or fees charged on the funds they manage. Unfortunately, you are never quite sure if their advice is truly in your best financial interest or if they are primarily concerned with earning a commission or fee. At Revy Financial Group, we work on a fee-only basis. This means that we charge a yearly fee for our services and do not earn a commission or fee on the funds we manage, resulting in true financial planning with absolutely no conflict of interest. We provide comprehensive financial planning services, tax planning and preparation, investment recommendations, and retirement planning with the sole goal of helping your and your family become financially independent.

We work with many individuals experiencing a major life change, such as starting their own business, relocating into the area, getting married, having a child, or experiencing a death in the family. It is during these highly charged emotional times that receiving 100% objective financial advice can be critical to your overall financial health. We work hard to form a deep understanding of both your short and long term goals, and utilize our expertise to provide you with well thought out, timely recommendations designed to support your family's needs now and into the future.

Revy Financial Group is highly vested in the local community. All of our staff members live in the area, support local businesses, and are fully committed to helping ensure a solid future for the Westshore area.

At Revy Financial Group, their success is based on your success. Call Revy Financial Group today, and don't forget to tell them The Advocate sent you!

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