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Eric Zimmerman


Financial Advisor
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  • What we do

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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Welcome to my website

I'm Eric J. Zimmerman, a seasoned financial advisor dedicated to helping clients like you achieve their financial goals. With years of experience in the industry, I have developed a deep understanding of the complexities of wealth management and the strategies needed to navigate them successfully.

As a trusted advisor, I specialize in retirement planning, investment management, estate planning, risk management, and more. I take pride in providing personalized financial guidance tailored to your unique circumstances and aspirations.

I invite you to explore my profile to learn more about my background, experience, and the comprehensive range of services I offer. You'll find that I am committed to building long-term relationships based on trust, integrity, and transparency.

When you're ready to take the next step toward securing your financial future, please don't hesitate to reach out for a confidential consultation. Together, we can create a customized plan that aligns with your goals and empowers you to make informed financial decisions.

Check out my entire website to learn more about the services, expertise, and value I can bring to your financial journey.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.