Jeff Zimmerman

Financial Advising is not a “one size fits all” service, and neither is our firm. Our financial advisors have dynamic sets of professional skills and experiences they use to create a financial plan, review a portfolio, or work towards generating retirement income for clients. What we all share in common is our dedication to providing independent, client-focused advice that builds relationships with mutual, long-lasting value. As one of the nation’s largest, non-proprietary advisory firms with more than $6.75^ billion in assets under management, we continue to be ranked as of the Twin Cities metro area’s Top 50 Wealth Management Firms* by the Minneapolis/St. Paul Business Journal. With over 120 financial advisors in 46 branches across 6 states, our financial advisors deliver Financial Planning, Asset Management, and Financial Education services to individuals and businesses. Disclosures: Please see our website for important disclosures, https://focusfinancial.com This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures