Novak Financial PartnersReviews of novakfinancialpartners.com

I have sought financial advice and guidance from Max and Zach for many years. Their insight into planning and decision making while looking at complex family financial issues has been invaluable. The information and resources they provide have been an essential support. Their personalized, professional approach in achieving financial goals is truly exceptional. I would give Max and Zach the highest recommendation for anyone seeking a solid financial future.

We struggled for a while finding a financial advisor/planner who was at a similar stage in life and understood the specific challenges our generation faces from student loan debt to housing affordability to long-term stability — and how do you juggle/balance and prioritize each piece while also finding enough of a budget to just enjoy life. With Novak Financial Partners, we feel like we have that partnership — and a group that genuinely cares about us on a human level, not solely on the financial decisions being made. We couldn’t recommend Zach and Max more!

Through the years working with Zach we have come to find that he is an extremely trusted advisor for us. He is super easy to work with and helps you through any financial decisions in your life. He provides a complete financial view of each situation to give you a great advantage to choose the best options for you.

I’ve been working with Zach for two years and can’t say enough good things about him. He knows his stuff and is always willing to chat through ideas or concerns. He is respectful, incredibly helpful and trustworthy. I’d highly recommend him and Novak Financial Partners to anyone looking to work with a financial planner!

We’ve been working with Zach for a few years and have recommended him to our close friends/family. Zach is incredibly detail-oriented, a top-notch communicator, and always makes sure we fully understand our options. He has never led us astray and gives us confidence in the financial decisions we make. He has integrity and genuinely cares about his clients- even beyond the financial scope. We’ve increased our financial literacy greatly over the years, mostly due to Zach. No matter your goals, Zach will map out a plan and guide you along the way. 10 out of 10 recommend.