SZM Financial, headquartered in Shirley, New York, is not your ordinary accounting and tax preparation service. After 17 years of working in the Finance & Treasury departments of the National Football League, I decided to dedicate my talents to helping individuals meet their financial goals. It takes a team effort to preserve wealth for future generations.
At SZM Financial, we like to think of ourselves as an extended family and support system for our clients.
At SZM Financial, we like to think of ourselves as an extended family and support system for our clients.
Services
Does it surprise you when you read about a celebrity or professional athlete's bankruptcy filing? Partnering with a financial professional that is compassionate and truly has your best interest at heart really makes a difference. At SZM Financial, we want to see you succeed. It doesn't matter if you are just starting your first job or are nearing retirement.
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