Steven M. Zimmerman,  CFP<sup>&reg;</sup> - Financial Advisor

Steven M. Zimmerman, CFP®

AIF, ChFC, CLU

President

MAGIS Financial Partners

800 Enterprise Rd, Suite 103
Horsham, PA 19044
FINANCIAL ADVISOR'S WEBSITE
(484) 367-4444

General

Steven Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MAGIS Financial Partners in Horsham, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources