Your Trusted Advisor

Personalized Tax, Accounting, Real Estate,
and Insurance Services That You Can Trust

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Who We Are

"Hi, my name is Justine (Jun), and I am the founder of Zhou agency. I started this business 30 years ago with the dream of helping people and businesses understand their financial story.

For many people and businesses, dealing with taxes, accounting, insurance, retirement, and real estate is a stressful process. There is a lot at stake. When it comes to big and long term financial decisions, you need an expert you can trust.

My favorite part of my job is sitting down with someone and understanding where they are coming from. Once I know what your goals and priorities are, I can then figure out how best to get you there. Learning your story and finding the best solution for you is the mission of my company."

-- Justine (Jun) Zhou, Founder & CEO

Experts in our fields, Offering unparalleled customer service.

Why Us?

 
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Holistic & Integrated Financial Solutions

Our expertise extends into multiple financial areas. This allows us to understand your needs holistically and present integrated solutions rather than individual solutions to each problem, which is hard to achieve if you use different financial service providers.

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Customized Service, Affordable Price

We treat each client as a unique individual. Understanding and caring about the unique needs of each client is the foundation for us to provide personalized solutions rather than universal commodities, and at a price you can definitely afford!

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Empowering Our Clients Through Education

Education is big for us because we want your experience with us to be a collaborative one. Educating you on the "what and why" behind our recommended solutions will help you make more informed decisions and achieve better peace of mind.

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International Experiences, National Coverage

We serve clients across the United States and we are a team with an international background. This unique mix gives us an added specialization to assist clients with cross-state or international taxation needs.

 

 What Our Clients Are Saying

 
 

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