FINANCIAL ADVISORS

EXCELLENT CLIENT SERVICE
AND IN-DEPTH KNOWLEDGE

Your Feedback Is Important To Us

Share Your Experience

Share Your Experience

Contact Zinn for financial Investment solutions for businesses and investors

Excellent Client Service And In-Depth Knowledge

Zinn Insurance has partnered with Northeast Advisers, an established Registered Investment Advisory firm, to form Zinn Advisers: an independent Investment Advisor registered with the United States Securities and Exchange Commission.  Zinn Advisers offers independent investment advisory solutions to area businesses and investors.  We enjoy a fiduciary-based relationship with our clients and seek to develop strategies and build portfolios matched to specific financial goals.  Northeast Advisers has over 30 years of extensive experience developing solutions to meet investors’ goals and serve in excess of 300 clients with approximately $430 million under advisement.

Zinn Advisers also has resources, in retirement planning consulting, which can help maximize an important area of company-sponsored benefit programs. Zinn Advisers provides an alternative to proprietary products offered by brokers and banks.

Capabilities:

  • Develop Investment Strategies
  • Plan, Consolidate, and Organize Investment Accounts and Income
  • Implement Strategies Using a “Best of Breed” Approach
  • Access to Select No-Load Funds
  • Continuous Monitoring: Coordinate Asset Management with Your Tax and Estate Advisors
  • Evaluate and Report Results on an Ongoing Basis
  • Design Retirement Plan Investments and Administrative Solutions
  • Comprehensive Financial Planning Available
Zinn Insurance is everything you could ask for in an insurance agency. They work very hard for their clients and are always trying to improve their product. I also appreciate that they do everything they can to keep your rates as low as possible including keeping you posted if there are discounts you can get.
Pete Kreider
Pete Kreider
18:15 18 Mar 15
Extremely happy with Zinn Insurance. They provide the best plans and make sure that you are well covered. Very knowledgeable, hard working group of there that I would absolutely recommend.
Will Howard
Will Howard
18:22 05 Aug 15
Zinn Insurance is a top notch company. They are all about customer service and are always upbeat and enthusiastic. The staff is also very knowledgeable, I have never asked a question they could not happily answer.
Freddy Pillman
Freddy Pillman
12:29 07 May 15
I commend& would highly recommended Greg & his staff to anyone. Always great service and very helpful with all situations.
Tonya Pratt
Tonya Pratt
19:57 07 Jan 16
Zinn Insurance is a great local company that i have loved to work with over the years. I have recommend them for their great customer service.
Ellen Reynolds
Ellen Reynolds
19:42 21 Dec 15

INSURANCE INSIGHTS YOU CAN TRUST