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How does the advisor help clients – Key Takeaways:
ZIMMERMAN ADVISORY GROUP, LLC is a financial advisory firm that offers a variety of services to help clients achieve their financial goals. The team at ZIMMERMAN ADVISORY GROUP is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses.
Facts and Insights
ZIMMERMAN ADVISORY GROUP, LLC has been in business for over 15 years, with a team of experienced advisors who have a deep understanding of the financial industry and the ever-changing market trends. This allows ZIMMERMAN ADVISORY GROUP to provide clients with valuable insights and expert advice to help them make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
ZIMMERMAN ADVISORY GROUP, LLC offers a wide range of financial services to help clients reach their financial goals. Some of the services provided include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education savings
Client Types
ZIMMERMAN ADVISORY GROUP, LLC works with a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to understand and cater to the unique financial needs and goals of each client.
Fees & Compensation
ZIMMERMAN ADVISORY GROUP, LLC operates under a fee-only structure, which means they do not receive any commissions or third-party payments. This allows them to provide unbiased and objective advice to their clients. The fees charged by ZIMMERMAN ADVISORY GROUP are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ best interests.
Background
ZIMMERMAN ADVISORY GROUP, LLC was founded by John Zimmerman, a highly experienced and qualified financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds a Master’s degree in Finance. The team at ZIMMERMAN ADVISORY GROUP also consists of skilled and knowledgeable advisors who are committed to providing the best possible service to clients.
Financial Advisor Disclosures to Know
ZIMMERMAN ADVISORY GROUP, LLC has a clean record with no regulatory or disciplinary actions taken against them. They prioritize transparency and always act in the best interest of their clients, adhering to the highest ethical standards of the financial industry.