Carl Zimmerman
5650 Blazer Parkway.
Dublin, OH
Company
Company: Zimmerman Advisory Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
The Ohio State University/ B.S. Economics
Ashland University/Masters
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Success
Data Provided By:
Mr. Rob Burnette (RFC®), MBA
(614) 305-5160
PO Box 282
Lewis Center, OH
Company
Wellness Financial Advisers LLC
Qualifications
Education: BSEE (US Naval Academy), MBA (University of New Haven)
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Carl Zimmerman
5650 Blazer Parkway.
Dublin, OH
Company
Company: Zimmerman Advisory Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
The Ohio State University/ B.S. Economics
Ashland University/Masters
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Success
Data Provided By:
Roberta A. Carter (RFC®), CEP, CSA, MBA
(513) 792-4067
8044 Montgomery Rd., Ste. 700
Cincinnati, OH
Company
The Retirement Choice
Qualifications
Education: University of Cincinnati, Xavier University , New York Institute of Finance and Sherwood University.
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans
Data Provided By:
Mr. Brian D. Fenstermaker (RFC®), CFP
(614) 794-1111
2836 Jericho Pl
Delaware, OH
Company
Envision Consulting Group, LLC
Qualifications
Education: Ohio State University
Years of Experience: 15
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Business Coach, Education Plan, Asset Protection, Compensation Plans
Data Provided By: