Our Firm

 

Katz Zlotnick & Associates
Financial Consultants to Businesses
 
Charting a Course to Create Solutions for                          
All Your Personal & Business Financial Needs
 
 
One Place to Turn to For Your Business, Professional and Personal Financial Needs
Now you don’t have to worry about every specific item of your pension or benefits program, we have the experience and resources to provide you with “turn-key” service in every area from plan design to third party administration. Plus, we can offer and implement a financial strategy for the business owner’s personal financial needs that coordinates and compliments your business plan.
 
Highly Personal Service and Broad National Resources
At Katz Zlotnick & Associates you can be assured that you are our first priority. We offer clients the best of both worlds, the highly personal service you deserve and the broad national resources you need.
 
We do this through our team of dedicated financial professionals who have the knowledge and experience to craft the right solutions for your situation. Our professional partners provide you access to the appropriate companies, products, tools and resources available.
 
At Katz Zlotnick & Associates offering solutions and services in three distinct areas:
 
Pension Consulting
Employee Benefits
Personal Wealth Management