Zimmermann Investment Management & Planning, LLC
New Cumberland, PA
Zimmermann Investment Management & Planning, LLC Joins Forces with Merit Financial Advisors Effective December 20, 2024.
We are excited to announce the next phase of our firm, the merger of Zimmermann Investment Management & Planning, LLC and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Learn more about our team here or call us at (717) 403-6030.
About Zimmermann Investment Management & Planning, LLC
Our clients are our most important asset. You can trust our staff to have your best interest in mind. Providing financial planning and investment advice to individuals, trusts, estates, charitable organizations, corporations, and more.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
