KZ Wealth Management
Financial Services - Hauppauge, NY, US
KZ Wealth Management Employees
KZ Wealth Management Details
KZ Wealth ManagementFinancial Consultants to Businesses Creating Solutions for the Business Owner KZ Wealth is a highly successful, independent benefits and financial services consulting firm. We help clients make the important connections between risk management, benefit programs and personal wealth management. Think of us as the navigator of your business. For over 30 years we have provided the specialized experience and services to create the solutions businesses like yours need to maneuver the financial seas. We are committed to an uncompromising level of personal service, problem solving and accountability. We work with: Closely Held Businesses Tax ProfessionalsCorporate Clients Solutions and services in three distinct areas: Pension ConsultingEmployee BenefitsPersonal Wealth ManagementInvestment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). KZ Wealth Management and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.KZ Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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