Welcome to Zimmermann Investment Management & Planning, LLC
Registered Investment Advisor
We help our clients create a personalized investment plan that is right for them. Contact us to learn more about how we can customize an investment plan that fits your needs.
Providing financial planning and investment advice to individuals, trusts, estates, charitable organizations, corporations, and more.
Investment Management
Financial Planning
Retirement / Estate
We're Here For You
Our clients are our most important asset. You can trust our staff to have your best interest in mind.
- A trusted team with over 30 years of experience
- We understand it’s about more than money
- We look at your entire situation
- Fees you can understand
We Care About Your Security
- Cybercrime is on the rise.
- The Identity Theft Research Center (ITRC) reported a record number of data compromises in the U.S. in 2021, amounting to a 68 percent increase over 2020.
- Anyone can be a target of fraud.
- Being proactive could save you time and money.
- Here are some tips to help prevent fraud.
It's time to start planning now. Ready to take control of your financial future?
To view our Customer Relationship Summary, click here.
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Registered Investment Advisor
502 Bridge Street
New Cumberland, PA 17070
Phone: 717.403.6030
Fax: 717.412.4250
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