We've been a client of Zimmerman WM for about six years now and have been very happy. It was…read morecritical for us to find an advisor who was a fiduciary and was a good fit for our needs and we definitely found that in ZWM. We started working with ZWM when our son was an infant and we realized that our financial picture/goals were much different than when we were in our 20's. ZWM worked with us to create a truly personalized financial plan that fit OUR needs and they have helped us navigate our evolving financial changes including: retirement savings; investment selections in multiple 401k/IRA plans; 529-plan; estate planning; life insurance needs; etc. They are always available for help as our needs have changed over the years and have helped us stay on course. Net-net: we've recommended friends who are now clients and feel more comfortable about our financial position as we hit 40 than I would have thought possible.

From the owner: Comprehensive financial planning for the many seasons of your and your family's financial life. At…read moreZimmerman Wealth Management, LLC (ZWM), we see clients move from season to season: from emerging investors such as early-career professionals and entrepreneurs, to mid-career accumulators, to transitioning to retirement or sale of a business, to finding the best ways to pass on a legacy. We are there to help guide our clients through the arc of their financial lives. Our clients benefit from our personalized financial advising service, years of experience, flexibility, agility and individual focus on each of their unique situations; we are here to help to provide the best options for clients to achieve their goals, whatever they may be.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

Exceeded expectations!…read more I'm surprised this firm isn't reviewed here. Mr. Patel is very knowledgable. Explained and addressed all the issues after I received notices from the IRS for my sales tax issues for my business. I went to three CPAs to interview them and they most seemed to lack deeper knowledge regarding the notice and all wanted me to sign on retainers to even start to look at the issue in detail?? Here I was explained the larger issues and how we can prevent similar incidents from occurring again on my first visit. I ended up with a clear standing with the irs and state and signed on an engagement for my regular accounting and taxes I recommend anyone with a small business to pay this office an interview visit and see for yourself! Happy client. Highly recommended.

From the owner: Currently servicing Small Businesses and providing top quality financial solutions. Call Us Today…read moreand schedule a consultation with our expert CPAs. Now Accepting Clients For Income Tax Preparation