Zimnoch, Natalia M. Zimnoch Financial Group

About the Company

Zimnoch Financial Group is a company providing comprehensive financial consulting services, founded in 2018 by Natalia M. Zimnoch. We specialize in retirement planning, investments, and financial consulting, offering personalized solutions tailored to the unique needs of our clients.

Services

• Financial Consulting:

  • Optimization of financial resources
  • Making informed investment decisions
  • Achieving short-term and long-term goals
  • Asset protection
  • Planning for significant life events

• Retirement Planning: Comprehensive solutions for securing retirement funds.

• Gold and Silver IRA: Expert advice on retirement accounts based on gold and silver.

• Investment Strategies: Individual investment plans.

• Tax Services: Professional preparation of tax returns.

• Insurance: Offering insurance products (the company is licensed in the states of: New York, New Jersey, Connecticut, Pennsylvania, Florida, Texas, Michigan).

• Securities Investment Consulting (licensed in NY).

History and Founder

Natalia M. Zimnoch grew up in a family of entrepreneurs, which allowed her to understand the needs of family businesses, generational planning, and partnerships in family real estate. She works with owners of family businesses, professionals in the entertainment industry, retirees, and members of the LGBT community, addressing their unique challenges.

She graduated with a Bachelor of Arts in Psychology from Long Island University CW Post in 2012 and studied Polish language, literature, and history at Jagiellonian University in 2011. In 2014, she joined the team at Center for Wealth Preservation (CWP). In 2016, she received the Massachusetts Mutual Life Insurance Company Leaders Conference award. In 2018, she founded Zimnoch Financial Group, continuing her collaboration with Mass Mutual and CWP.

Natalia is fluent in Polish (intermediate Spanish) and actively participates in the local community: volunteering at Zbigniew Herbert Polish Supplementary School in Copiague, NY, membership in Polonia of Long Island, and Kosciuszko Foundation in New York.

Distinctions

• Personalized approach to each client.
• Deep knowledge in Gold and Silver IRAs, retirement planning, and financial consulting.
• Transparent and ethical practices.
• Wide range of services covering everything needed to secure retirement and make informed financial decisions.