Broker Check

Zielonka Financial Services LLC

(888) 967-1040

Nathan S. Zielonka

Nathan S. Zielonka

Tax and Financial Advisor

Professional Designations and Memberships

  • EA – Enrolled Agent
  • CFP® - Certified Financial Planner 
  • BA – Harvard College
  • MS – Harvard University
  • Certificate in Financial Planning – Boston University 
  • Member – National Association of Tax Professionals
  • Member – National Association of Enrolled Agents
  • Member – Financial Planning Association

I have worked with clients in Greater Boston for over 15 years as their trusted financial advisor. My services include tax preparation and planning, Social Security benefit maximization, retirement planning, education planning and legacy planning. Life, disability and long term care insurance are offered as well. Perhaps you’re tired of paying the IRS every April or not receiving the refund you should. Perhaps you have a question about when to apply for Social Security benefits. Perhaps retirement is on the hiorizon and the options are complex. Find out why "seasoned is better than  seasonal." Call now for an appointment to discuss your personal financial situation and review the options that are best for your individual situation. .

Initial consultations are always complimentary.

 

Have A Question?







Thank you! Oops!

Recommended Content

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?