What our clients say.

Zach is very knowledgeable and trustworthy. His Friday Facts are always informative and enjoyable . JudyB

Zach is very responsive and knowledgeable. My wife and I love doing business with him. He has really taken good care of our accounts. Thanks Zach.

Zach & AnCap has transformed our financial outlook in our businesses and personal. First time I’ve had a true “Quarterback” in coordinating all the pieces of our business and personal financial planning and team into a cohesive strategic plan. I cannot recommend enough! (Personal and 5 companies)

Zach is a true financial pioneer and legend. Exceptional advice which is 100% transparent and completely aligned with his client’s best interests. Highly recommend.

I cannot say enough good things about AnCap Financial. Since working with Zach, my husband and I truly feel like we have a trusted partner and our own “personal CFO”. We specifically enjoy having someone who can educate and guide us across various financial areas: investments, taxes, estate planning, etc. Most importantly, we always have confidence that the advice and information given to us is always in our best interest!

Zack Lopez at AnCap Financial is a Godsend! He helped us get all of our finances/retirement accounts in order and prepare for retirement. We didn’t know where everything was, and he helped us put it all together and figure out what our true net worth was to invest. He made us feel comfortable from the beginning. Deciding to work with Zack was one of the best decisions we’ve ever made. Thanks so much!!

Zach has been amazing with all advice and services he has provided. I feel confident and secure with the planning he has provided for our family’s future. Zach has gone above and beyond with his services my expectations. I couldn’t ask for more! Our family highly recommends Zach.

Zach with AnCap Financial has been very helpful in getting us organized with a plan for our finances. He’s intelligent, has good insight, is responsive when we have questions, keeps us on a plan (pushes us to get things done!) and trustworthy. He even spent some time chatting with my teen/adult children about their finances. We highly recommend Zach!

We’ve been working with Zach for about two years and the experience has been outstanding. He helped us get organized financially and insured we were investing correctly within our 401(k)’s. I also really appreciate that he works on a fee only basis – something that was very important to us when choosing an advisor. We feel confident knowing our interest always come first.

I have had an outstanding experience working with Zach. One of the things I value the most is that he operates on a fee-only basis, meaning he doesn’t earn commissions on products or investments. This gives me confidence that his advice is genuine and in my best interest. His responses to my requests are met the same day. He is very organized and ready to work. I highly recommend Zach to anyone looking for a trustworthy financial advisor. Thank you Zach!