Natalia M. Zimnoch, Zimnoch Financial Group

We help HNW clients, business owners, entrepreneurs, & retirees achieve financial freedom through creative financial planning & tax solutions custom tailored just for their needs. My mission is to help coordinate the insurance aspects of personal estate, business planning, and wealth success plans for my clients. I work directly with my clients as well as their team of advisers to help strengthen and enhance each of their individual insurance planning. Focusing on business and succession planning, estate planning, and financial analysis, my goal is to help my clients to identify and prioritize their needs and goals and recommends the best possible solution based on each client’s particular needs. Because of this experience, I understand the unique challenges relating to family owned businesses, generational planning, as well as family real estate partnerships and business partnerships and I strive to help solve the complex issues surrounding all of these subjects. I graduated from Long Island University, CW Post, in 2012 with a Bachelor of Arts in Psychology and studied the Polish language, literature and history at Uniwersytet Jagiellonski in 2011 and is fluent in the Polish language. I joined the Center for Wealth Preservation (CWP) team in 2014, where I focus on the Long Island local Polish communities as well as the LGBT community and in 2016, I was awarded Massachusetts Mutual Life Insurance Company's Leaders Conference. I remain active in my local community, is a member of the Polonia of Long Island, and volunteers at Zbigniew Herbert Polish Supplementary School in Copiague, NY. During my free time, I enjoy practicing yoga and boxing, travelling and exploring new things, and have an interest in Menswear Fashion. I am licensed to sell insurance in the state of New York, New Jersey, Pennsylvania, Connecticut, Florida, Texas, & Michigan & Investments in New York & California.