Meet the Team
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michael Zaidman, CPA, MS Taxation
Financial Advisor
Client Focus
Michael has acquired a specialty in tax strategy and tax efficient from running the tax department of ZBS Group LLP since 2010. He has aided business owners from incorporation to retirement planning and provides his clients with the comfort and security needed to ensure that all angles are covered for personal and business based financial planning.
Michael is dedicated to helping clients achieve a personalized tax-centric financial planning strategy. He understands that every client is different and takes a unique approach to ensure that every factor is addressed. He is committed to delivering tax and financial services that meet each client’s personal objectives.
CPA License, Education, Professional Memberships
Michael is licensed to practice as a Certified Public Accountant in the State of New York. He holds a Master of Science in Taxation from The City University of New York, Baruch College, and a Bachelor of Science in Accounting from Towson University, in Maryland. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Public Accountants. In addition to his General Securities Representative licensure, Michael also holds a Producer License to Act as a Life Insurance Broker in the State of New York.
Personal Profile
Michael grew up in Bayside, Queens before his family moved to Plainview, Long Island when he was nine years old. He currently resides in Dix Hills, New York with his wife Amy and his daughters Gabrielle, Cassandra, and Madilynn. When he’s not working, Michael loves to spend time with his children and takes an active role in their lives. He is a big sports fan with his favorite professional sports teams being the New York Giants and the New York Islanders. Michael also loves a good meal and exploring new restaurants and cuisines. He is always prepared with a recommendation for any situation.
Emma Dervin
Wealth Management Assistant
As a Wealth Management Assistant, Emma brings a wealth of expertise and dedication to our team. With a Bachelor of Science in Psychology, complemented by double minors in Business Administration and Economics, Emma combines a strong analytical background with a deep understanding of client needs.
In addition to her academic credentials, Emma is a Certified Notary Public, further enhancing her ability to provide comprehensive and reliable financial services. Her commitment to professional excellence ensures that clients receive exceptional support in managing their wealth and financial planning.
Outside of her professional endeavors, Emma enjoys exploring nature through hiking, relaxing at the beach, and spending quality time with her animals. Her balanced approach to work and life contributes to her holistic and client-focused approach at Michael & Company.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.