Bret Zimmerman

Building Trusted Relationships

Bret Zimmerman

    Areas of Focus: Our Clients, Wealth Management and Retirement Planning Designations: President, LPL Investments Advisor Representative, MBA

We know our hopes, dreams, and the well-being of your family depends on the stability and performance of your investment portfolio. With 18 years experience, Bret specializes in understanding current market and economic trneds and how they impact your portfolio and investment decisions. ZIMM was founded on the belief that the integrity of the client must always come first. That is what sets us apart. That is what builds trusted relationships.

"I am honored to be named to this group of wealth managers and I thank my clients for their years of trust, confidence and friendship." - Bret Zimmerman