Natalia M. Zimnoch, Zimnoch Financial Group

Natalia M. Zimnoch, Zimnoch Financial Group From inheritance to retirement, ZFG can help. I grew up in a family business market environment with both my parents being business owners. CRN201904-209850

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.

09/02/2026

More older Americans are having to rely on family members or friends to handle their finances.

When was the last time you reviewed your company’s 401(k) plan?Setting up a retirement plan is an important step - but a...
09/02/2026

When was the last time you reviewed your company’s 401(k) plan?

Setting up a retirement plan is an important step - but as your business grows, your team changes, and employee needs evolve, your plan may need a fresh look.

A 401(k) review can help you better understand:

✔️ plan structure
✔️ fees and available options
✔️ employee participation and needs
✔️ opportunities for improvement
✔️ whether the plan still aligns with your business goals

At Zimnoch Financial Group, we help business owners review their existing retirement plans and explore strategies designed to support both the company and its employees.

Let’s make sure your company’s 401(k) plan is still working for you.

Natalia M. Zimnoch
📞 631-760-7449
🌐 www.ZimnochFinancialGroup.com

📍 Licensed in: NY, NJ, CT, PA, FL, TX, MI, CA, CO, TN, WA, VA, SC, NC

09/01/2026

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

08/31/2026

Ignore China's economy at your own risk. That's the message that Société Générale strategist Albert Edwards is sending to US investors.

Myślisz o swoim IRA?Konto IRA może być ważnym elementem planowania emerytalnego, ale wiele osób zakłada je raz — i przez...
08/31/2026

Myślisz o swoim IRA?

Konto IRA może być ważnym elementem planowania emerytalnego, ale wiele osób zakłada je raz — i przez lata do niego nie wraca. W tym czasie zmienia się sytuacja życiowa, cele finansowe, rynek, podatki i potrzeby rodziny.

Dlatego regularny przegląd konta IRA może pomóc odpowiedzieć na ważne pytania:

Czy moja strategia nadal pasuje do moich celów?
Czy moje środki są odpowiednio ulokowane?
Czy warto rozważyć aktualizację planu lub uporządkowanie kont emerytalnych?

Na blogu przygotowaliśmy artykuł, w którym wyjaśniamy, dlaczego warto sprawdzać swoje IRA i jak taki przegląd może pomóc w planowaniu przyszłości.

Przeczytaj artykuł i umów się na konsultację z Zimnoch Financial Group.

Natalia M. Zimnoch
📞 631-760-7449
🌐 www.ZimnochFinancialGroup.com

📍 Licencjonowana w: NY, NJ, CT, PA, FL, TX, MI, CA, CO, TN, WA, VA, SC, NC

08/30/2026

With the US Treasury embarking on Fiscal QE and yield curve twist, the Fed will be forced into an uncomfortable situation which makes its actions increasingly less relevant.

08/29/2026

Between fishing outings and poker games, veteran finance pros shared their fears about the artificial intelligence trade.

08/28/2026

As part of its $18 billion settlement with 48 states, Meta agreed to add these restrictions to youth accounts within six months.

08/27/2026

For 2027, employers are facing their biggest health-insurance increases in at least two decades.

Left an old 401(k) behind at a previous employer?It happens often - you change jobs, move forward with new responsibilit...
08/27/2026

Left an old 401(k) behind at a previous employer?

It happens often - you change jobs, move forward with new responsibilities, and your old retirement plan stays in the background. But your hard-earned retirement savings should not become something you simply forget about.

Reviewing your old 401(k) can help you better understand your options, evaluate whether your current strategy still fits your goals, and explore whether an IRA rollover may be worth considering.

At Zimnoch Financial Group, we help clients review retirement accounts, organize their financial picture, and make more informed decisions for the future.

Take back control of your retirement savings - schedule a consultation today.

Natalia M. Zimnoch
📞 631-760-7449
🌐 www.ZimnochFinancialGroup.com

📍 Licensed in: NY, NJ, CT, PA, FL, TX, MI, CA, CO, TN, WA, VA, SC, NC

Address

Copiague, NY

Telephone

+16317607449

Website

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