Zimco Capital

Zimco Capital

New
Offers online services
New
Offers online services

About

Since 1980, we have been serving our clients faithfully. Simply, we treat our clients like we would like to treated- with respect, integrity and dependibility. Today, we have over 500 clients throughout Metro Detroit and beyond.

Your financial goals may include growth and accumulation, income and preservation, lower taxes, legacy and distribution or any combination. We will listen, construct and execute a plan fit just for you and your family.

We are experts in all account types: Traditional IRA, Roth IRA, IRA Rollover, Trusts, Individual, Joint, 529, etc.

Investments include but not limited to:

Stocks, bonds, mutual funds, real estate, private equity, oil and gas, annuities, life insurance, long term care, college saving, etc.


Highlights

4 employees
44 years in business
Serves Livonia , MI
Offers online services

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Photos and videos


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    Frequently asked questions

    The process starts with an introductory phone call.  Step two, is scheduling time to meet at our Livonia office to discuss specifics.  Step three, implemening a plan aimed to exceed your expectations.

    Western Michigan University, BA Personal Financial Planning

    Our compensation methods vary.  All forms are reviewed with clients during their office visit.

    Those with a desire to improve.
    We increased the retirement income of new client by 4x.

    Services offered

    Financial Services And Planning