Bayside Tax & Wealth Announces Appointment of Dan Zaveckas
Bayside Tax & Wealth Announces Appointment of Dan Zaveckas as Wealth Manager for the Port Washington Area
Port Washington, October 1, 2024 – Bayside Tax & Wealth is pleased to announce the appointment of Dan Zaveckas as its newest Wealth Manager, serving the Port Washington area. With over 12 years of experience in the financial industry, Dan brings a wealth of knowledge and a deep commitment to helping families achieve their financial goals. He joins Bayside from Alma Bank, where he most recently served as Vice President.
“Dan has a long history of helping local families with their savings goals and maximizing returns on their bank-held assets,” said Corey Peterson, President of Bayside Tax & Wealth. “His hands-on approach to client relationships, combined with Bayside’s extensive wealth management capabilities, will provide Dan with even more resources to help his clients achieve their financial planning, income tax, and investment objectives.”
In his new role, Dan will work closely with a seasoned team in Port Washington, leveraging decades of investment and income tax experience to deliver personalized financial strategies to his clients.
Bayside Tax & Wealth looks forward to the value Dan will bring to the community and is excited to see his continued success in helping families build and secure their financial futures.
For more information, please contact:
Bayside Tax & Wealth
516-500-1248
Dan@Baysidetaxandwealth.com
www.baysidetaxandwealth.com
Port Washington Chamber of Commerce Member:
https://www.pwcoc.org/list/member/bayside-tax-wealth-368
