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Zachary J. Sochacki is a graduate of the University of Illinois and has been involved in the Financial Services industry since 1980, initially as a "Series 3" securities licensed Commodities Futures Broker first at the Chicago Board of Trade and then at the Chicago Mercantile Exchange. He then attended Northwestern University's School of Professional Studies having enrolled in and completing their "Financial Planning Process & Insurance" course of studies. He is also a graduate of Fenwick College Prep in Oak Park, Illinois. A member of MENSA (an international high I.Q. society), his comments have been published in several regional and national magazines, including Bank Marketing, Prime Times, American Times, Life Today, Vital Times and the prestigious Journal of Financial Planning, the publication of the Institute of Certified Financial Planners. In addition, he was the Long Term Care Insurance consultant for attorney Armond Budish's landmark book, "Avoiding the Medicaid Trap". His television appearances include Winnetka Live; Wisconsin PBS; CNN Cable Business News's personal finance program, Your Money; and CNN Headline News. His clients stretch from Hawaii to London, England. A father of two, a grandfather of two and a U.S. Army (R.A.) combat veteran of the Vietnam War, he resides in Northwest Suburban Chicago.Contact now
Arizona, Colorado, Florida, Idaho, Illinois, Kansas, Louisiana, Maryland, Michigan, Missouri, Nevada, Ohio, Oregon, Texas, Utah, Washington, Wyoming.
"I would highly recommend Zachary Sochacki of Sochacki & Associates. On my initial retirement in 2005, I was searching for financial vehicles to invest retirement and 401(k) funds. I did diversify my portfolio and must say I have been pleased with returns and maintenance of capital with the annuities I chose through Sochacki & Associates. I met Zach through mutual friends and mentioned my interest in placing funds for future returns and ongoing income. After several meetings where he found out my goals and more about where I wanted to be down the road he recommended some investment strategies. I initially invested in 2005 and last year added another annuity. I find Zachary Sochacki to be very knowledgeable of financial products available, and he is excellent at matching individual goals and programs. He does an excellent job of mixing professional expertise with a personal approach."
"Zach is a great wealth of knowledge, (and) he explains things so that you understand them. I hope to have many more business dealings with Zach in the future."
"Zachary provided in depth information about annuities and gave an excellent explanation of what they are about. He was timely in providing the documentation needed to complete the transaction. His follow up is also excellent. I would recommend him to anyone who needs an annuity."
Zachary has been a friend of mine since freshman year in high school. He was one of the brightest and personable kids in school. It was not until we got older that I took advantage of his expertise in financial planning. I am elated at the results Zach was able to achieve for me. He steered me in the right direction so that I was not only able to protect my investment, but was able to make a very nice return in an extremely difficult ecconomy. I would highly recommend Zach for your retirement and financial planning. You will be happy with the results.
"I have known Zach for 15 years and cannot say enough good things about him. He is very knowledgeable, professional and overall a great person. He has always watched out to make sure what is best for me."
“I have known Zachary J. Sochacki for the past 50 years and served with him in the United States Army, in the Republic of South Vietnam in 1970-1971. It was here that traits of Zach's true character were displayed. Loyalty, Honesty, Humility, and Bravery were demonstrated time and again as Zach performed his duties. Many soldiers were sewn up, bandaged, and were administered life-saving first-aid and medications for pain as he tended their wounds. Because of this, I could always depend upon Zach as I knew he always had my back. Zach and I went through many trials in Vietnam that tested our mettle and made us better people for it. Zach always thought of the wounded first, and often exposed himself to enemy fire while protecting or working on them. He was a person with the character to relentlessly press on when a lesser person would have given up. Today, as Principal of Sochacki & Associates, he employs these same character traits in service of his clients.”
"I highly recommend Zach to anyone interested in protecting and growing their financial portfolios using proven insurance strategies that work, particularly in these troubled times. He is one of the most hard working, product knowledgeable, trust worthy gurus in the industry that I know."
"Mr. Sochacki has always provided me with the most up to date, factual information whenever I have called him for advice. He has the highest integrity of any investment/insurance professional I have ever worked with, and he is very detailed minded. Mr. Sochacki is very intelligent; however, his advice is always in terms that are easy to understand."
"Zach" is one of the legitimate experts on long term care insurance and planning issues in that area. He has always been available to answer questions or to meet with clients. . . a true professional.
Zach is the most impressive person I've met in insurance. His knowledge of annuities, LTCi and the market is as strong as anyone in the industry. But, more than that, it's his sincere personality, strong ethics and friendliness towards his clients and agents that make him the person I respect. With his sense of humor, it's a pleasure working with him. I would highly recommend him to any agent or client.
I knew Zac for several years at the University of Illinois. We of course did many normal student things in the troubled 1960's. While the vast majority of students were comfortable in voicing their opinions about things they knew nothing about Zac took a different tack. He enlisted in the military as a medical corpsman and went off to Vietnam. Thank God he returned. He is the kind of individual who is solidly based in morality and inherent beliefs in right and wrong. We have stayed in contact over the years and he is a trusted advisor to me now. I am greatful to be able to call Zac my friend.
I train agents in the senior market specializing in LTCi. When I get a question I can't answer about annuities, Zach is the person I call. Not only is he one of the most knowledgable people I've ever met on the the concepts and contractual details of annuity products, he's got cutting edge knowledge of the annuity industry and retirement options. Combined with the fact he's honest, ethical and treats people with respect, it makes Zach an outstanding advisor. Add his management expertise, recruiting ability and willingness to help other agents and you have the total package!