ABOUT US

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.

linda-resizedLinda Zelek

President and CFO

Co-founder of Zelek & Associates, Linda has been in the financial and tax industry for over 30 years. Linda specializes in tax preparation, accounting, payroll, and bookkeeping services.

dsc_1161Celeste Monaghan

Vice President and CEO

Celeste has been with Zelek & Associates for more than 16 years. Celeste holds Series 7, 24, and 66 securities licenses as well as life, accident, and health insurance licenses.

 

Torrey Zelek

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.

 

Sandy Dodge

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!

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