Our Story
We are an independent financial services firm dedicated to providing personalized service to our clients. Zimmer Financial Group is owned by the three Zimmer Brothers; Mike, John, and Tom along with Brandon Warman. We have over 100 years of combined financial planning experience and have the privilege of helping 1,400 families with their investment and retirement planning needs. Quality of service and sound portfolio management remain our calling cards.
Our office is located in the heart of the Fox Valley in the Kimberly Business Park. Our commitment is to provide unbiased advice, exceptional service, and diversified financial resources to serve your individual needs. We go beyond basic investment advice to discuss all of your financial planning needs, create a retirement roadmap, and then meet regularly to help ensure that you stay on course. We are Zimmer Financial Group, and we are here for you.
Our Team
8 advisors, 100+ years of combined experience.