Welcome to Nan M. Zimdars, Inc.

Nan M. Zimdars, Inc. is a comprehensive financial services firm committed to helping individuals, small businesses and non-profit organizations improve their long-term financial success. Our financial planning process helps our clients understand their current position, their goals and the steps necessary to identify these goals. Our customized programs are designed to manage assets for financial independence and generate income through retirement.

For over 30 years, we have taken a balanced, common sense approach to investments and insurance that has helped our clients plan for the future.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us at info@zimfin.com or call us at 608 288 8300. We look forward to hearing from you.

Retirement Planning

  • Income Planning
  • Asset Management
  • Estate Planning*

Pre-Retirement Planning

  • Retirement Needs Assessment
  • Asset Management
  • Financial Transition Planning

General Financial Planning

  • Savings Planning
  • Asset Management
  • Family Security
  • Education Planning

Whatever your goals, we can help you pursue them

Your first meeting with us will be a time to get to know each other and to determine if it will be a good financial partnership. There is no charge for the initial meeting and it is always kept confidential.

*Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.