Jerome Zimmerer (BA, CFP®, CPA/PFS)

Jerome Zimmerer focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Additional Information

NAPFA Start Date

October 12, 2001

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This Office

PO Box 2010 Lexington, KY 40588 Phone: 800-344-9098

Other Offices

6440 Dutchmans Pkwy Ste 201 Louisville, KY 40205 Phone: (502) 459-7199 Fax: (502) 893-3090