Clients want financial management and investment strategy advice that is personalized, completely independent, and objective. At Zinman & Company, our services are performed on a fee basis, so our loyalty and dedication is to our clients, rather than to specific investment products.
Many of our financial advisors are also certified public accountants (CPAs), which enables them to take a broader, more comprehensive approach to understand how investments can affect other areas of each client's financial and tax situation.
This integrated and personalized approach to financial management is one of many reasons why clients also rely on Zinman & Company to optimize benefits among personal, business, tax, retirement, and trust investments.
Our firm also offers services such as, investment education, research, portfolio modeling, portfolio management, monitoring, and counseling via our affiliate company Comprehensive Advisors LLC. Here again, we do not receive commissions or rebates on any investment products we recommend.
Comprehensive Advisors LLC is a registered investment advisor with both the Pennsylvania and New Jersey Securities Commission. Zinman & Company’s agreement with the Fidelity Investments Institutional Brokerage Group allows Comprehensive Advisors LLC and us to provide clients with the same account protection used by all bank brokerage and exchange member firms.