Zielonka Financial Services

At Zielonka Financial Services, we empower individuals to make informed financial decisions for a secure and prosperous future. With a personalized approach and tailored solutions, we partner with clients to navigate the complexities of wealth management.

Our Mission

Our mission is to guide individuals and families in achieving their financial goals through comprehensive financial planning and investment strategies. We believe in building lasting relationships based on trust, integrity, and open communication.

Our Team

Our team comprises experienced professionals with deep knowledge in finance, investment, and taxation. Led by Nathan S. Zielonka, a seasoned tax professional and financial advisor, we are committed to providing exceptional client service and personalized guidance.

Tax Services

Our comprehensive tax planning and compliance services ensure that you maximize your financial benefits and minimize your liabilities. We stay updated on tax laws and regulations to offer tailored strategies for your unique situation.

Risk & Transition Planning

We assist you in identifying potential risks and developing plans to mitigate them. Our expertise in estate planning, business succession planning, and insurance ensures that you are prepared for unexpected events.

Retirement Planning

We guide you through the complexities of retirement planning, including choosing the right plans, investing your assets, and planning for a smooth transition during and after retirement.

Investment Services

Our experienced professionals develop customized investment portfolios that align with your financial goals and risk tolerance. We monitor and review your portfolio regularly to ensure its alignment with your evolving needs.

Financial Planning and Resources

We provide access to a wide range of resources, including educational materials, calculators, and online tools to empower you to make informed financial decisions.

Our Approach

At Zielonka Financial Services, we believe in a personalized approach to financial planning. We take the time to understand your unique situation, goals, and concerns. We collaborate with you to develop a customized plan that meets your specific needs.