Jeffery R. Kruszka

Education and Training

• B.S. in Accounting from SUNY Buffalo

Industry and Service Specialties

• Audit and accounting services for Nonprofit organizations (including cemeteries), Distributors, Third-party logistics, Information technology services, Common interest realty associations, and Employee benefit plans
• Tax compliance and consulting services for high-net-worth individuals, privately-owned businesses, and nonprofit organizations

Credentials and Designations

• Certified Public Accountant (CPA)
• Passed Series 7 and 66 Securities Exams – Financial Advisor

Community Involvement

• Past Treasurer and Board member of Heart of the City Neighborhood, Inc.

Authorized for accountancy services in the following states: NY. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.