ZEA Financial

ZEA Financial At ZEA Financial, we strive to align your life goals with your financial potential. Join the ZEA Financial family. You’ll know what is happening.

ZEA Financial offers comprehensive, holistic, independent financial planning to clients seeking a close, trusting relationship with planners that provide help and advice through all phases of life. Clients can be confident in the expertise of ZEA Financial and the firm’s commitment to a fiduciary relationship that is built on deep understanding, trust, and always doing what is in the client’s best

interest. At ZEA Financial we believe financial planning should be the cornerstone of everyone’s relationship with their money. Analyzing income, cash, assets, investments, insurance, and taxes leads to a clear and comprehensive roadmap for your financial journey. We’ll work together over time to make sure your plan stays updated and reflects changes in your goals and objectives as well as changes in the larger financial and tax environment. ZEA Financial has an in-house CERTIFIED FINANCIAL PLANNERTM Professional, attorney, and investment advisor to help develop your financial plan, and we will draw upon our network of tax and estate attorneys, accountants, and other specialists as necessary. Our best clients are people like you who care deeply about their families, understand the importance of making plans to take care of them financially, and are open minded and willing to learn. Together we will put together a financial plan that helps everyone sleep better at night knowing that plans are in place to address any financial contingency. We’ll explain everything fully - so well in fact you’ll be able to explain it back to us. We’ll help you think through what you want in life and how to get it. You’ll be able to close your eyes and visualize it. Contact us today to start a conversation that can change your life, email, phone (631) 257-7475. CFP Board owns the mark CERTIFIED FINANCIAL PLANNER™ in the U.S

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financia...
05/25/2026

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financial support systems reflect your needs, as well as the needs of your partner or chosen family. Let’s meet to review your priorities today.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

Your income supports your home, your family, and your future. Disability Insurance Awareness Month is a great time to re...
05/19/2026

Your income supports your home, your family, and your future. Disability Insurance Awareness Month is a great time to review whether your current benefits cover income loss from an unexpected illness or injury.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

Address

6800 Jericho Turnpike, Suite 202W
Syosset, NY
11731

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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