Kaz Financial Group is a fee-based firm specializing in financial, estate planning, and wealth management services. We cater to multigenerational families with intricate needs, highly compensated executives, closely held family businesses, and founders planning business exits. Our expertise extends far beyond conventional investment management, embracing a holistic approach to cater to each client's distinct values, goals, and objectives.

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6800 Jericho Turnpike, Syosset, New York 11791, United States

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Kaz Financial Group

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. Kaz Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.

CRN202608-4907457

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