Bryan Zic
Financial Advisor at WestPoint Financial Group | Homer Glen, Illinois, United States
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Bryan Zic currently serves as a dedicated Financial Advisor at WestPoint Financial Group, where he leverages his extensive expertise to provide comprehensive financial planning solutions tailored to each client's unique needs. His role involves conducting thorough total financial needs analyses, which encompass retirement planning, estate strategies, and access to trust services through a robust network of experienced professionals. Bryan’s deep understanding of advisory services enables him to craft customized retirement programs and implement effective business continuation strategies, ensuring clients are well-prepared for both their personal and professional futures.
At WestPoint Financial Group, Bryan specializes in integrating insurance solutions—such as long-term care and disability insurance—into holistic financial plans that prioritize wealth accumulation and risk management. His proficiency in 401(k) rollovers and employee benefit strategies helps businesses enhance their employee retention and benefits offerings, positioning him as a trusted partner for both individual clients and corporate clients alike.
Drawing from a lifelong exposure to the financial industry—thanks to his father’s 40-year career as a financial planner—Bryan brings a nuanced perspective and a client-centric approach to his work. He prides himself on building meaningful relationships and gaining a deep understanding of each client’s financial goals, which allows him to recommend strategic investment and insurance solutions that align with their long-term objectives. With a focus on comprehensive financial planning, Bryan Zic is committed to helping clients navigate complex financial landscapes with confidence, ensuring their financial security and legacy preservation.
Financial Advisor at WestPoint Financial Group in March 2020 to Present
Financial Services Representative at WestPoint Financial Group in July 2016 to March 2020
Financial Services Representative at MetLife in April 2015 to July 2016
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Governors State University College of Business, Bachelor's degree, October 2026
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Insurance
Financial Services
Long Term Care Insurance
Disability Insurance
401k Rollovers
Wealth Accumulation
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Discover more about WestPoint Financial GroupWhat is Bryan Zic email address?
Email Bryan Zic at [email protected]. This email is the most updated Bryan Zic's email found in 2026.
How to contact Bryan Zic?
To contact Bryan Zic send an email to [email protected]. (updated on May 17, 2025)
What company does Bryan Zic work for?
Bryan Zic works for WestPoint Financial Group
What is Bryan Zic's role at WestPoint Financial Group?
Bryan Zic is Financial Advisor
What is Bryan Zic's Phone Number?
Bryan Zic's phone (217) ***-*394
What industry does Bryan Zic work in?
Bryan Zic works in the Financial Services industry.
Bryan Zic Email Addresses
Bryan Zic Phone Numbers
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