Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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Contact

+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

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professional consultations

Financial Planning, Execution & Strategy

We are a boutique firm designed for small businesses and families seeking to maximize results

how we work
Click To View Our Customer Relationship Summary
main principles

Global Reach with Local Understanding

In what areas do you provide Financial Planning?

We specialize in a range of financial planning. These include strategic planning, budgeting, goal setting and tracking, risk tolerance assessment, wealth management.

Do you run virtual meetings or in person?

We are able to meet in person or virtually depending on the client and what is most comfortable for them.

How do you stay up to date on the market?

We do in-depth research, keeping the ourselves up to date with the latest relevant information. 

testimonials

What People Say About Us

Ben Revak
“Zach is proactive, responsive, and delivers the personalized advice that my family and I depend on for our retirement strategy. He’s the best!.”
Ben Revak
Ben Revak is a current client and was not compensated for his testimonial. He is a personal friend of Zach poker. his testimonial may not be representative of the experience of other clients and is not indicactive of future performance or success.
Brenna Revak
“When making big decisions in life, it is so important to work with people that I trust. Zach is a genuine, hard working guy who understands his industry. He takes the time to really explain things in a way that makes it easy to understand, and always makes himself available for questions. Do not hesitate to work with Poker Financial Group!”
Brenna Revak
Brenna revak is a current client and was not compensated for her testimonial. She is a personal friend of Zach poker. his testimonial may not be representative of the experience of other clients and is not indicactive of future performance or success.
Steve Nieminski
"Working with Zach has made this process a breeze. My family and I had no idea where to begin. I have a young, growing, family and wanted to start securing our future. Zach ran through our budget, future plans and even some unknowns. If he didn't have options or suggestions for you immediately, he would do his research and get back to you in no time. From our first introduction to our most recent investment discussion, Zach was very professional, knowledgeable and has been a great advocate. Thanks, Zach!"
Steve Nieminski
Steve Nieminski is a current client and was not compensated for his testimonial. He is a personal friend of Zach poker. his testimonial may not be representative of the experience of other clients and is not indicactive of future performance or success.

Licenses

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance 

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, FL, IL, IN, MI, NE, NY, PA, TN, TX, WI

Securities

We have individuals licensed to sell securities products in the following jurisdictions: AZ, CA, NE, NY, WI