Tom Zimmerman

Tom Zimmerman Email and Phone Number

Principal, Zimmerman Wealth Management, LLC @ Zimmerman Wealth Management, LLC
evanston, illinois, united states
Tom Zimmerman's Location
Evanston, Illinois, United States, United States
Tom Zimmerman's Contact Details
About Tom Zimmerman

Tom Zimmerman is a Principal, Zimmerman Wealth Management, LLC at Zimmerman Wealth Management, LLC. He possess expertise in financial planning, portfolio management, wealth management, contract negotiation, retirement planning and 20 more skills.

Tom Zimmerman's Current Company Details
Zimmerman Wealth Management, LLC

Zimmerman Wealth Management, Llc

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Principal, Zimmerman Wealth Management, LLC
evanston, illinois, united states
Employees:
5
Tom Zimmerman Work Experience Details
  • Zimmerman Wealth Management, Llc
    Principal And Founder
    Zimmerman Wealth Management, Llc Jul 2003 - Present
    FEE-ONLY and Fiduciary Advisors Since 2003. Comprehensive Financial Planning, Objective Advice, Portfolio Management, all on a Fee-Only basis. Tom Zimmerman has been advising clients since 1983.At ZWM, we provide our clients with wealth management services, starting with comprehensive financial planning and proceeding through portfolio management. As a Fee-Only firm, the only compensation we receive is from our clients; ZWM receives no compensation from any vendors or outside parties. So, we are free to provide the most objective advice, and to act as a fiduciary for our clients. We act, and always have, in alignment with a Fiduciary Standard, as required for Registered Investment Advisors, and we are registered as such with the SEC.

Tom Zimmerman Skills

Financial Planning Portfolio Management Wealth Management Contract Negotiation Retirement Planning Qualified Retirement Plans Strategic Financial Planning Investment Advisory Investments Investment Management Asset Management Wealth Management Services Certified Financial Planner Financial Advisory Financial Education Fiduciary Business Strategy Negotiation Strategic Planning Public Speaking Management Strategy Finance Due Diligence Leadership

Frequently Asked Questions about Tom Zimmerman

What company does Tom Zimmerman work for?

Tom Zimmerman works for Zimmerman Wealth Management, Llc

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

Tom Zimmerman's current role is Principal, Zimmerman Wealth Management, LLC.

What is Tom Zimmerman's email address?

Tom Zimmerman's email address is tz****@****ter.org

What are some of Tom Zimmerman's interests?

Tom Zimmerman has interest in Children.

What skills is Tom Zimmerman known for?

Tom Zimmerman has skills like Financial Planning, Portfolio Management, Wealth Management, Contract Negotiation, Retirement Planning, Qualified Retirement Plans, Strategic Financial Planning, Investment Advisory, Investments, Investment Management, Asset Management, Wealth Management Services.

Who are Tom Zimmerman's colleagues?

Tom Zimmerman's colleagues are Dan Wood, Cfa, Cfp®, Sara Hostalet, Cfa, Cfp®, Mona Edwards, Cfp ®.

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