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Let's get to know each other.
We are here to help you in the simplest way to get you educated and let you make the right choices about your finances. Whether it's learning the basics or selecting the best advisor for you, you will always have us, a friendly voice in finance.
First off, what should we call you?
(Don't worry, none of this info is ever shared with 3rd parties or advisors who will try to cold call you every day)
Remember: None of these financial advisory firms paid for their position on this list. That would be completely unethical and 100% against our mission. All of these results are objective, unbiased, and based solely on your responses to the questions in the quiz!
Congratulations!
Your top advisors have been selected 🎉
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Zimmermann Alan L
Office Location:
Average client investment:
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:
Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
183456636
2
21
No
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Zimmermann Investment Management & Planning Llc
Office Location:
Average client investment:
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:
Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
190484379
1
134.3
No
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Zinnia Wealth Advisory, Llc
Office Location:
Average client investment:
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:
Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
$-
4
375
No