Dave Zimmerman

Dave Zimmerman Email and Phone Number

Business and Personal Financial Advisor @ ARGI Financial Group
new york, new york, united states
Dave Zimmerman's Location
Louisville, Kentucky, United States, United States
Dave Zimmerman's Contact Details

Dave Zimmerman work email

Dave Zimmerman personal email

n/a

Dave Zimmerman phone numbers

About Dave Zimmerman

I work with a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services:∙ Comprehensive financial planning∙ Investment management∙ Business management and accounting services∙ Corporate benefits education for employees∙ Business retirement plan management and consulting services∙ Tax preparation and planningARGI Investment Services manages more than $1 Billion dollars in assets for our clients. We have locations in Louisville, KY, Bowling Green, KY, Cincinnati, OH, Indianapolis, IN, and Grand Rapids, MI and serve personal and business clients across the country.Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.

Dave Zimmerman's Current Company Details
ARGI Financial Group

Argi Financial Group

View
Business and Personal Financial Advisor
new york, new york, united states
Employees:
211
Dave Zimmerman Work Experience Details
  • Argi Financial Group
    Business And Personal Financial Advisor, Partner
    Argi Financial Group 2006 - Present
    Louisville, Kentucky Area
    "By working together on a plan to build business wealth, I'll help you find the time and financial resources to accomplish your life goals."I have been affiliated with ARGI as a Financial & Business Advisor since 2006, and in 2013 became a partner. My professional experience involves business continuity and exit planning strategies for closely held business owners. By providing comprehensive planning and customized solutions, we create a detailed roadmap for one of life's most… Show more "By working together on a plan to build business wealth, I'll help you find the time and financial resources to accomplish your life goals."I have been affiliated with ARGI as a Financial & Business Advisor since 2006, and in 2013 became a partner. My professional experience involves business continuity and exit planning strategies for closely held business owners. By providing comprehensive planning and customized solutions, we create a detailed roadmap for one of life's most significant milestones...relinquishing a business that has provided a lifetime of success and financial independence. I have significant experience working in the health care industry and enjoys helping physician clients overcome the financial planning challenges inherent in owning a medical practice.Advisory services offered through ARGI Investment Services, LLC, a Registered Investment Adviser. Content is for general purposes only and is not an offer to buy or sell any security. View our Privacy Policy at www.argi.net/privacy-policy. Show less
  • New England Financial
    Managing Partner
    New England Financial Jan 1998 - Jul 2005
    Cincinnati, Ohio Area
    Managed the development of Financial Advisors who developed and serviced the Financial Plans of Business Owners and Executives in the Cincinnati and Louisville areas.
  • National Life Of Vermont
    Managing Partner
    National Life Of Vermont May 1987 - Dec 1998

Dave Zimmerman Skills

Retirement Planning Wealth Management Insurance Personal Financial Planning Business Wealth Planning Exit Planning Business Planning Investments Retirement Estate Planning Fixed Annuities Financial Services Succession Planning Exit Strategies Securities

Dave Zimmerman Education Details

Frequently Asked Questions about Dave Zimmerman

What company does Dave Zimmerman work for?

Dave Zimmerman works for Argi Financial Group

What is Dave Zimmerman's role at the current company?

Dave Zimmerman's current role is Business and Personal Financial Advisor.

What is Dave Zimmerman's email address?

Dave Zimmerman's email address is dz****@****inc.com

What is Dave Zimmerman's direct phone number?

Dave Zimmerman's direct phone number is (502)-753*****

What schools did Dave Zimmerman attend?

Dave Zimmerman attended Boston University, Rutgers University, Northfield Mt Hermon School.

What skills is Dave Zimmerman known for?

Dave Zimmerman has skills like Retirement Planning, Wealth Management, Insurance, Personal Financial Planning, Business Wealth Planning, Exit Planning, Business Planning, Investments, Retirement, Estate Planning, Fixed Annuities, Financial Services.

Who are Dave Zimmerman's colleagues?

Dave Zimmerman's colleagues are Jeff Johnson, Grant Pham, Robert Jones, Anthony Rosetti, Cfa, Cfp®, Chris Ganey, Becky Scaletta, Azaian Cagalingan.

Not the Dave Zimmerman you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.