We are excited to announce that KZ Wealth is teaming up with OneDigital, a leading employee benefits and human resources consulting firm focused on driving business growth for employers of all sizes. We are so excited about this partnership because we now have the added strength of a national company that, for the last 20 years, has become a thriving employee benefits and human resources consulting firm focused on driving business growth for customers.
KZ Wealth joining forces with OneDigital means together, we will be able to offer an integrated, holistic approach to benefits like never before, providing more strategic growth while delivering peace of mind that our customers' approach to their business-and life-is future-proof.
KZ Wealth joining forces with OneDigital means together, we will be able to offer an integrated, holistic approach to benefits like never before, providing more strategic growth while delivering peace of mind that our customers' approach to their business-and life-is future-proof.
Services
We are steadfast in always working toward your best interest. Honesty is core to our culture, and we are committed to building a reliable, long-lasting relationship with you based on a high level of mutual trust. We offer an open architecture platform built on the promise of objective advice. You also benefit from our rich history of successfully guiding clients toward their desired financial outcomes.
One of our core values is exceptional service. We believe that exceptional service is inherently personal. As our valued client, you will never have to experience the frustrations of a byzantine customer service line. All communication is personal from day one. And personal service depends on having great people.
We offer fully integrated third-party administration for our retirement plans. In other words, we administer the plans that we sell. Applied Pension Services, LLC, is a full-service actuarial and pension administration firm providing high-quality consulting, record keeping and actuarial services. Through our partnership with eMoney Advisor, we offer you a personal financial management website.
At KZ Wealth Management, we are always looking for the next valuable member of our team. If you are interested in pursuing a financial services career with us, we are currently seeking qualified sales consultants and investment analysts to fill a number of open positions. Interested candidates should email a resume along with a letter of intent to careers@kzaps.com.
Businesses who are looking to attract and retain top talent can rely on KZ Wealth Management for turnkey 401(k) retirement planning solutions, from plan design through administration. Our consistently applied methodology and sophisticated software enable us to work with 401(k) plan sponsors to minimize expenses, optimize investments and meet your fiduciary responsibilities.
Reviews
Be the first to review Katz Zlotnick & Associates.
Write a Review