Due to the ongoing pandemic, our staff may be working remotely and will have limited hours at our physical location. Please contact us by phone or email to schedule an appointment.
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
It's time to start planning now. Ready to take control of your financial future?
To view our Customer Relationship Summary, click here.
Registered Investment Advisor
502 Bridge Street
New Cumberland, PA 17070
Phone: 717.403.6030
Fax: 717.412.4250
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