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Charles S. Zimmerman, CFP®, MBA

SignatureFD, LLC

600 Peachtree St NE
Suite 2700
Atlanta, GA 30308
Phone: (404) 253-7660
Fax: (404) 253-7661

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.