Zimmermann Investment Management & Planning LLC (ZIM) considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.In providing investment management and financial planning services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.
Information we collect
The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include:
- Your name and address
- Investment objectives and experience
- Financial circumstances
- Account balance and account transactions
- Social security number
- Employment information
We collect your personal information, for example, from the following sources:
- Information we receive from you on applications and other forms
- Information about your transactions with us or others
We also may collect your personal information from others such as our affiliated companies, custodians, broker/dealers and other companies.
How information is used
All financial companies need to share client personal information to run their everyday business. We use information about you to provide services to you. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians or other companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.
How information is safeguarded
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to the accuracy, completeness or results obtained from any information posted on this or any linked website.
502 Bridge Street
New Cumberland, PA 17070