whether you’re a new client or have looked to us for investment advice for many years.
At The Hajdari Group, our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To accomplish this, each advisor works with a limited number of clients and takes the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in their financial future.
That’s one reason we chose Charles Schwab as our preferred custodian. The firm understands and supports our practice not only by providing quality investment alternatives and outstanding service, but by respecting the relationships we have with our clients. With no incentives for proprietary products and a corporate culture focused on financial planning, you can be assured that our partnership with you is stronger because of our relationship with Charles Schwab.
When you choose Charles Schwab as your custodian, you benefit from their security, solid reputation and abundant resources.
We work hard to help simplify our clients’ financial lives, help optimize their investments and organize their personal financial planning. We work closely with our clients using a consultative process to help them invest, manage and transfer their wealth to help achieve their most important financial goals with cost-efficiency, reliability and 100% transparency.
As independent financial advisors, we are not restricted to any investment product or service and work exclusively for the benefit of our clients. In fact, we have a legal fiduciary obligation to act in each client’s best interests. We care deeply about helping our clients achieve their goals and objectives and are committed to providing them with first-class service and advice.
*Charles Schwab, member FDIC
Your Rights as a Client
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
ABOUT OUR PRESIDENT AND FOUNDER
Zaim Hajdari, CRPC®
President, The Hajdari Group
As a Chartered Retirement Planning Counselor CRPC® and with over 27 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest level of service and financial advice. Over the course of his career, he has developed a client service philosophy that focuses on fostering highly personal and attentive relationships and delivering customized, objective services. He believes that the key to financial success lies in comprehensive financial planning and utilizing a consultative approach, he works to help his clients manage, preserve, and transfer their wealth.
Utilizing asset allocation strategies and risk management techniques, Zaim takes a holistic approach to financial planning and comprehensive wealth management. He looks at each investor-whether an individual, a family or a corporation-as an individual with unique needs and goals. Whatever is important to his clients is important to their financial plan-their home, business, children’s education and more. And while understanding their finances is one part of the financial planning process, Zaim believes understanding them is the most crucial. Taking a “listen first” approach, once he fully understands his clients both personally and professionally, he is able to craft strategies and solutions that fit their lives, and their lifestyles. He also believes the investment process is circular and conducts periodic reviews to track portfolio progress and, if necessary, reevaluate strategies in relation to changes in the market conditions and/ or client objectives.
Zaim’s accomplished career in the financial services industry began in 1994 while still attending the City University of New York. Prior to establishing The Hajdari Group, he spent seven years with J.P Morgan Chase, where he worked his way up to Senior Vice President and Investment Manager of the NYC Retail Investment Services Division, overseeing more than 50 branch offices and nearly $3 billion in assets. Throughout his career with that firm, he was consistently recognized as one of their top financial advisors and managers nationally. In June of 2009, he established The Hajdari Group at 14 Wall Street in the heart of the financial district of NY.
But Zaim also recognizes the importance of community engagement and giving back. As such, he was featured in a New York Times article for his work with the Principle for a Day Program, and his generosity and commitment to public education and support through civic involvement.
In Zaim’s time away from the office, he enjoys spending time with his wife and their 2 son’s, as well as fishing, boating, international travel-particularly to his home in Montenegro, on the Adriatic coast-along with golf at the Richmond County Country Club where he is a member.