We are a full-service financial firm located in Moultonborough, New Hampshire. We offer comprehensive financial, tax, insurance, and accounting services.
Our firm was established in 1994 by Jim and Linda Zelek. Our friendly and highly qualified staff is dedicated to providing you with detailed financial information and superior customer service. We have clients throughout the United States and are prepared to assist you or your business – regardless of your location.
President and CFO
Registered Representative, EA
Co-founder of Zelek & Associates, Linda has been in the financial and tax industry for over 30 years. Linda holds Series 7 and 66 securities licenses and she specializes in tax preparation, accounting, payroll, and bookkeeping services.
Vice President and CEO
RICP, Registered Principle
Celeste has been with Zelek & Associates since 1999. Celeste holds Series 7, 24, and 66 securities licenses as well as life, accident, and health insurance licenses. Celeste holds the Retirement Income Certified Professional designation.
EA, Tax Services Associates
Torrey has been with Zelek & Associates since 2008. He holds FINRA Series 7 and 66 licenses along with life, accident, and health insurance licenses for New Hampshire. Torrey is also an Enrolled Agent where he represents clients before the IRS.
Administration and Reception
Sandy is responsible for scheduling appointments with clients for the office. She has been an integral part of Zelek & Associates since 2014 and will give you the utmost care and attention. If you need an appointment for tax preparation, insurance needs, payroll, bookkeeping, or financial investing she is the person to call!