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- Personalized Financial Goal-Setting
- Portfolio Management and Review
- Asset Management
- Retirement Planning
- Family Financial & Estate Planning
- College Funding Planning
- Budgeting Living Expenses
- Risk Management Assessments
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Clients want investment advice and management that is personalized, completely independent and objective. At Zinman & Company, our services are performed on a fee basis, so our loyalty and dedication is to our clients, rather than to specific investment products.
Many of our financial advisors are also certified public accountants, which
enables them to take a broader, more comprehensive approach to understand how
investments can affect other areas of each client’s financial and tax situation.
This integrated and personalized approach to financial management is one of many
reasons why clients also rely on Zinman & Company to optimize benefits among personal,
business, tax, retirement and trust investments.
Our firm also offers services such as, investment education, research, portfolio
modeling, portfolio management, monitoring and
counseling. Here again, we do not receive commissions or rebates on any investment
products we recommend.
Zinman & Company is a Registered Investment
Advisor with both the Pennsylvania and New Jersey Securities Commission. Our
agreement with the Fidelity Investments Institutional Brokerage Group allows
BLTZ to provide clients with the same account protection used by all bank brokerage
and exchange member firms.
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Specialty Practice Teams