Nicole Zimmermann, Equitable Advisors

Learn about the different types of traditional and Roth retirement account options in this video. It is in ASL, with voiceover, and captions. If you have questions about this topic, click the link below to schedule a time to meet with me!... https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2

Have you heard the terms traditional and Roth and are curious what they mean? In this video, I explain! It is in ASL, with voiceover, and captions. Click the link below to schedule a time to meet with me! ... https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2 See more

Happy National Teacher Appreciation week! We get the opportunity to work with so many wonderful teachers, and we wanted to make this video to show our appreciation. Thank you teachers for everything you do! https://bit.ly/3b3ZCvJ

In this video, I discuss tax season! Specifically, what to do if you get a refund or owe this year. It is in ASL, with voiceover, and captions. Click the link below to schedule a time to meet with me!... https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2

In this video, I discuss what the financial house is and how it is used in building a financial plan. This video is in ASL, with voiceover, and captions. Please contact me with any questions. Here is my email: [email protected]... You can schedule a time to meet with me by clicking the link below: https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2

This is the 3rd part of my video series on our Financial Planning process. I will explain financial planning related costs and compensation. If you haven't seen the first two videos of the series, watch them here: Part 2:... https://fb.watch/4NtZD3Ic1x/ Part 1: https://fb.watch/4Nt_OWw0V7/ It is in ASL, with voiceover, and captions. If you would like to go through a plan like this with me, click the link below to schedule a time to meet with me! https://app.zynbit.com.zyncal/schedule/nicole-zimmermann-2

Help keep your long-term financial strategy on track with these tips for planning during the pandemic. https://eqtble.co/3iU86Iu

Happy Easter! Hope you're having a great day!

This is the second part to my video series about our financial planning process here at Equitable Advisors! Today, I will show you a sample plan that is done through a tool we use called Asset Map. If you haven't seen the first video of the series, watch it here! https://fb.watch/4EoshKkTgW/... It is in ASL, with voiceover, and captions. If you would like to go through a plan like this with me, click the link below to schedule a time to meet with me. https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2

This video is an introduction to our financial planning process here at Equitable Advisors. This is the first video of a 3-part series! Stay tuned for the other two videos coming in the next two weeks. It is in ASL, with voiceover, and captions. If you would like to go through a plan like this with me, click the link below to schedule a time to meet with me!... https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2 Or you can email me with questions at: [email protected]

Happy Friday everyone! I will be posting a 3-part video series related to financial planning and what I do as a financial professional. Stay tuned next Monday, the 22nd, for the first episode!

I would like to share with you all a little more about myself! Watch this video to learn about my background and how I got to where I am today. It is in ASL, with voiceover, and captions. You can schedule a time to meet with me by clicking the link below:... https://app.zynbit.com/zyncal/schedule/nicole-zimmermann-2 [email protected]

My colleague and I are all signed up and ready to start our first CFP- Certified Financial Planner- course! We'll be starting our class this Tuesday.