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Zimmerman Wealth Management

About Zimmerman Wealth Management

At Zimmerman Wealth Management, LLC (ZWM), we pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary "wealth management" goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely.

Min project size

50,000+

Hourly rate

50 / hr

Employees

6

Locations

United States

Year founded

Founded 2003

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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