FINANCIAL ADVISORS

EXCELLENT CLIENT SERVICE
AND IN-DEPTH KNOWLEDGE

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

INSURANCE INSIGHTS YOU CAN TRUST

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