Financial Services
 Having an in-depth understanding of your needs and goals is a fundamental process to the way we work with you, developing a personalized financial plan tailored to meet your needs.
- Stocks/ETF’s
- IRA’s
- 401K’s/401k Rollovers
- Mutual Funds
- Annuities
- Estate Planning/Life Insurance
Please call for a free Financial consultation. |
Patrick Zimmerman is an Investment Advisor Representative and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc.
Member FINRA, SIPC and Registered Investment Advisor.
Buckner & Associates, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.
Services are only available in Ohio.
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Financial Industry Regulatory Authority
http://www.finra.org/index.htm |
Securities Investor Protection Corporation
http://www.sipc.org/ |
Municipal Securities Rulemaking Board
http://www.msrb.org/msrb1/ |
