Who Are We?

Zelek & Associates is a Financial Services Firm that offers comprehensive Financial and Tax Services designed to meet the unique needs of our clients.

Our priority is providing superior customer service to our clients as we address your Financial and Tax needs in a comfortable and friendly environment.

A Letter From Our Staff

Welcome to Zelek & Associates. Our goal is to assist you in meeting your financial needs and achieving your financial goals.

In this changing economy, financial security depends on many things: a sound savings program, adequate insurance protection, a well-planned investment strategy, and regular review. That's why it's important to periodically review your needs and goals - to be sure that your investing strategies are keeping up with changing circumstances.

By looking closely at your specific goals, we can help you plan for a financially secure future. At Zelek & Associates, it's not about us,

It's about you.

To clients accessing your accounts online for the first time:

Click the Omni Source tab at the top of the page. Enter your social security number and the temporary password cli9551111. Once you have logged into the system, you will be able to select your own user name and password. Should you have any questions, please feel free to contact us by sending an email.