Our Clients

Individuals

Nazelrod & Associates helps individuals and young couples lay a framework for a successful financial strategy. Insurance, Retirement, Taxes – Nazelrod can help you minimize your taxes and start saving what you can for retirement in the early years, when time is your best ally in growing your investments.

Families

The financial goals of the family can become much more complicated than they might seem on the surface. Nazelrod & Associates helps families insure against possible loss, save for their children’s education, plan for retirement, while minimizing their tax burden.

Businesses

Business owners have several added layers of complexity when managing the assets of their home and¬†business. Nazelrod & Associates is able to serve as a single contact to business owners, acting as their sounding board and trusted advisor for financial issues at work and at home. Since Nazelrod knows the entire financial picture, they’re able to competently advise business owners on the best strategy for their individual situation.

Non-Profits

Non-Profit Organizations have unique financial needs and often need professional guidance while managing their endowments.  Nazelrod & Associates is dedicated to helping charitable institutions of any size fulfill their mission by providing financial services that are specifically tailored to the nonprofit sector.