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Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CAFinancial advisor in Petaluma, CA

Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA is a financial advisor at 215 Western Ave, Petaluma, CA 94952, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Petaluma, CA0 paid placements in any rankingHow we rank

Call (415) 425-1833

Key facts

Key facts about Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
Address215 Western Ave, Petaluma, CA 94952Get directions
Phone(415) 425-1833
HoursMonday to Friday: 6:30 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Petaluma and 11 towns within 25 miles: Rohnert Park, Novato, Sonoma, Santa Rosa, San Anselmo, San Rafael, Napa, American Canyon, Larkspur, Vallejo and Mill Valley.

Based in Petaluma, CAView on map

Opening hours

Opening hours for Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
DayHours
Monday6:30 AM – 5 PM
Tuesday6:30 AM – 5 PM
Wednesday6:30 AM – 5 PM
Thursday6:30 AM – 5 PM
Friday6:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA

What are Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA’s hours?

Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA is open Monday to Friday. Its listed hours are Monday to Friday, 6:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA serve?

Serves Petaluma and 11 towns within 25 miles: Rohnert Park, Novato, Sonoma, Santa Rosa, San Anselmo, San Rafael, Napa, American Canyon, Larkspur, Vallejo and Mill Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA?

Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA?

Call Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA on (415) 425-1833. The business is at 215 Western Ave, Petaluma, CA 94952. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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