Financial Planning Melville NY
WZ believes that an accounting solution needs to support, protect and preserve a client’s quality of life, goals and desires. Financial Planning Melville NY. Helping clients meet their financial goals and preserve their wealth once it’s been earned is central to the WZ mission.
A Few of Our Financial Planning & Wealth Preservation Services Include:
- Bankruptcy Consultations
- Trust & Estate Planning
- Financial Planning
- Retirement Planning
- Trusts and Estates Tax Preparation
Financial planning often requires the coordination of many professional disciplines. WZ proactively assists clients to develop these types of teams and to actively participate in coordinating their efforts.
Bankruptcy and Insolvency Group provides financial advisory services to Chapter 11 and Chapter 7 bankruptcy trustees, debtors, unsecured creditors and estate fiduciaries. We can aid you in formal insolvency proceedings, out of court corporate wind-downs, reorganizations and liquidations.
WZ seeks to contribute expertise, discipline and vision to the financial planning process.
“We turn to the WZ team for support, research, projections and advice for individuals, trusts and corporations…. our common clients ALWAYS comment on how proactive they are with ideas and planning through the year…”
– Lee Delorenzo, President
United Asset Strategies
Other Services & Solutions Include:
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child’s college tuition, and your mortgage or credit card calculations.