Nathan Zielonka EA CFP is licensed by the U.S. Treasury to prepare all forms and represent taxpayers before the IRS. In addition, he is also a Certified Financial Planner Practitioner, a fiduciary pledged to place your interests first.
I offer a wide range of financial products, but these are only building blocks that help you achieve the goals you set for yourself, your family and your legacy. I listen to your goals and recommend a strategy designed to work for you while staying within an investment profile you choose.
• Tax Preparation, Representation and Planning
• Retirement and Social Security Planning
• Investment Management
• Life, Disability and Long Term Care Insurance
Zielonka Financial Services LLC is not an Independent Investment Advisory firm. Products and services offered through Avantax Financial Services and affiliates include securities, insurance and investment advisory services. Member SIPC.
Telephone: 617-429-5272 Toll Free: 888-967-1040 NateZ@ZielonkaFinancial.com
Offices in Newtonville and Roslindale; Evenings and Weekends by Appointment
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