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Welcome to Zimmer Financial Group

717 Eisenhower Dr.
Kimberly, WI 54136

Phone:

920-739-9244

Fax:

920-739-5456

E-mail:

Fox Valley's Financial Professionals

Your Multi-Generational Financial Firm

30+ YEARS IN BUSINESS

Founded in 1992, we have been helping people achieve their financial goals for over three decades.

OVER 100 YEARS COMBINED EXPERIENCE

1 Billion+
in assets under management

Our Story

Started over 30 years ago by the three Zimmer brothers, Zimmer Financial Group has grown into a fixture in the Fox Valley financial planning community with a dedicated team of 9 advisors and 7 administrative staff.
Dogs

Interested in meeting with one of our advisors?

Schedule a meeting now

What we do & how it works:

In short, we help people. We help people of all ages and backgrounds make sense of their financial situations. We take pride in breaking down complex and often misunderstood concepts into simple, straightforward advice with actionable steps geared towards helping you achieve your goals – whatever they may be!

Our Process

Meet & Greet:
We get to know each other, hear your story and learn more about your financial needs.

Analyze:
Our team studies your current financial situation and identifies areas for improvement and optimization.

Recommendations & Action:
In the second meeting, we'll walk you through what we learned and implement our recommendations. We are happy to collaborate directly with your tax advisor, estate planning attorney, and other professionals.

Ongoing Review:
Our job doesn't end once your plan is in motion. Instead, it is just beginning as we build a long-term relationship by continuing to review, monitor, and adjust as needed.

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Preferred Advisor -- Select One --Mike ZimmerJohn ZimmerTom ZimmerBrandon WarmanJames BrueggemanAngela AbbottEric LoughrinDrew ZimmerI'm a New Client

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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