Professional

As a Financial Advisor, I listen to my clients' concerns first. This approach enables me to formulate clear and concise financial goals, which my clients and I are committed to achieving.  As your advisor, I am dedicated to providing superior service during all phases of this process.  My ultimate goal is to have clients say, "We are fortunate to have an opportunity to work with Scott Zurat."

Associations and Memberships

"Million Dollar Round Table" Qualifying/Life Member, 2009 - 2017

Million Dollar Round Table, Qualifying Member 2000-2017

2008, 2011 and 2015  "Court of the Table"

2010 and 2011 Financial Representative of the Year for the Greater  Rochester Group and Greater New York Group

2012 Financial Representative of the year for the Greater Rochester Group

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2000-2008

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Scott Zurat, CFP®, CLU®, ChFC®, CASL®, AEP®

Wealth Management Advisor

 

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