Szm Financial

Accounting for Legal Practices · New York, United States · 1-10 Employees

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Overview

Headquarters

1490 William Floyd Pkwy Ste 103, Shirley...

Phone Number

(631) 238-7258

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Szm Financial

SZM Financial, based in Shirley, New York, offers tax preparation and bookkeeping services to clients in the NY Metro area. Founded by Sara Windley, who has extensive experience in finance, the company aims to help individuals achieve their financial goals while preserving wealth for future generations. SZM Financial prides itself on being an extended family and support system for its clients. The firm welcomes both local and metro clients for their financial needs.Explore more
Popular SearchesSZM FinancialSzmfinancialSIC Code 87,872NAICS Code 54,541Show more

Szm Financial Org Chart

SW
United States flag for contact location.

Chief Executive Officer & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Szm Financial

<$5M
1-10
Private
-
-
SW
Sara WindleyCEO & Founder
$5.3M
11-50
Private
-
1995
PB
Peggy BeasterfeldTax Accountant
<$5M
11-50
Private
<$5M
1979
MH
Mary HanneganDirector, Client Services
<$5M
1-10
Private
-
2013
Bryn Wilkins, Chief Operating Officer at Legacy Financial Services
Bryn WilkinsChief Operating Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TE
Travis ElmoreCertified Public Accountant
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Szm Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Szm Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Szm Financial.

Szm Financial Tech Stack

A closer look at the technologies used by Szm Financial

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Szm Financial

What is Szm Financial's official website?
Szm Financial's official website is www.szmfinancial.com
What is Szm Financial's Revenue?
Szm Financial's revenue is <$5 Million
What is Szm Financial's SIC code?
Szm Financial's SIC: 87,872
What is Szm Financial's NAICS code?
Szm Financial's NAICS: 54,541
How many employees does Szm Financial have?
Szm Financial has 1-10 employees
What industry does Szm Financial belong to?
Szm Financial is in the industry of: Accounting for Legal Practices, Business Services
What is Szm Financial competition?
Szm Financial top competitors include: Legacy Financial Services, Peggy's Tax & Accounting Svc, Elmore Tax & Accounting Services, Michael Shaheen Jr
What technology does Szm Financial use?
Some of the popular technologies that Szm Financial uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Szm Financial?
Szm Financial contact info: Phone number: (631) 238-7258 Website: www.szmfinancial.com
What does Szm Financial do?

SZM Financial, based in Shirley, New York, offers tax preparation and bookkeeping services to clients in the NY Metro area. Founded by Sara Windley, who has extensive experience in finance, the company aims to help individuals achieve their financial goals while preserving wealth for future generations. SZM Financial prides itself on being an exten... ded family and support system for its clients. The firm welcomes both local and metro clients for their financial needs.Read More

Is Szm Financial a public company?
Szm Financial is private company therefore does not currently have an official ticker symbol
See more information about Szm Financial

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