Edward Jones - Financial Advisor: Scott P Zimmermann, CFP®|ChFC®|AAMS™ - Hampton, New Hampshire

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Edward Jones – Financial Advisor: Scott P Zimmermann, CFP®|ChFC®|AAMS™ – A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Edward Jones – Financial Advisor: Scott P Zimmermann, CFP®|ChFC®|AAMS™, presents a reliable and personalized approach to wealth management. Located in Hampton, New Hampshire, at 55 High St Suite 101, this dedicated advisor offers a comprehensive suite of services tailored to meet diverse financial needs. Mr. Zimmermann’s commitment to building long-term relationships, coupled with his extensive qualifications, makes him a valuable resource for those navigating the complexities of investing and retirement planning.

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About Scott P Zimmermann

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Scott P Zimmermann is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Asset Management Specialist™ (AAMS™). These certifications demonstrate a deep understanding of financial planning principles and a commitment to upholding the highest ethical standards. He specializes in providing financial consulting, acting as a finance broker, and offering a range of investment services, including stock brokerage. Mr. Zimmermann’s approach is rooted in a client-centric philosophy – prioritizing the individual’s goals and circumstances above all else. He takes the time to thoroughly understand each client’s unique situation, developing customized strategies designed to achieve their specific objectives. This includes retirement planning, education funding, estate planning, and tax optimization.

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Location and Accessibility

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The office is conveniently situated at 55 High St Suite 101, Hampton, NH 03842. For those requiring assistance, the office boasts several accessibility features, including a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended, allowing Mr. Zimmermann to dedicate his full attention to each client's needs. The office also provides standard restroom facilities.

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Services Offered

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• Investment Management: Mr. Zimmermann offers a wide array of investment options, including stocks, bonds, mutual funds, and ETFs, helping clients build diversified portfolios aligned with their risk tolerance and financial goals.

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• Retirement Planning: He assists clients in developing comprehensive retirement strategies, considering factors such as income needs, Social Security benefits, and tax implications.

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• Education Planning: For families with children, Mr. Zimmermann provides guidance on college savings plans, including 529 plans and Coverdell ESAs.

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• Estate Planning: He works with clients to develop estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.

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• Financial Planning: Mr. Zimmermann’s core competency is providing holistic financial planning services, encompassing budgeting, cash flow management, and debt reduction strategies.

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Opinions and Reviews

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Currently, Edward Jones – Scott P Zimmermann’s office has 0 reviews on Google My Business. This suggests a relatively new or recently inactive presence in online reviews. However, the average opinion, at 0/5, underscores the importance of actively seeking client feedback to improve services and build a strong reputation. It’s advisable for prospective clients to actively research and seek independent reviews before engaging with any financial advisor.

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Contact Information

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• Phone: 39294240

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• Website: edwardjones.com

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Key Takeaways: Scott P Zimmermann at Edward Jones offers a personalized and qualified approach to financial planning. His certifications, combined with his commitment to client relationships, make him a strong candidate for individuals seeking expert financial guidance. While currently lacking online reviews, the accessibility features and comprehensive service offerings present a compelling case for potential clients. It is recommended to schedule an appointment to discuss your specific financial needs and goals. Considering the investment landscape and the importance of secure financial planning, engaging with a reputable advisor like Mr. Zimmermann can be a significant step towards achieving long-term financial success. The firm’s dedication to client satisfaction is evident in their willingness to provide accessible facilities and personalized attention. Furthermore, understanding the nuances of financial security is paramount, and Mr. Zimmermann’s expertise can undoubtedly contribute significantly to this understanding.

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"summary": "Edward Jones Financial Advisor Scott P Zimmermann offers personalized financial consulting, investment services, and retirement planning in Hampton, NH, prioritizing client relationships and utilizing accessibility features for a comprehensive financial experience.",
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