Excellent client service and in-depth knowledge.

Zinn has partnered with Northeast Advisers, an established Registered Investment Advisory firm, to form Zinn Advisers. Zinn Advisers offers independent investment advisory solutions to area businesses and investors. Its principals have extensive experience in developing solutions to meet investors’ goals and serve in excess of 200 clients with approximately $300 million under advisement. Zinn Advisers also has extensive resources, including expertise in retirement plan consulting which will help maximize an important area of company sponsored benefit programs. Zinn Advisers provides a leading alternative to proprietary products offered by brokers and banks.

Capabilities

• Develop Investment Strategies, Planning
• Consolidate and Organize Investment Accounts and Income
• Implement Strategies Using a “Best of Breed” Approach
• Access to Select No-Load Funds, Money Managers and Individual Securities
• Maintain Disciplined, Continuous Monitoring
• Coordinate Asset Management with Your Tax and Estate Advisors
• Evaluate and Report Results on an Ongoing Basis
• Design Retirement Plan Investments and Administrative Solutions

Locations & Contacts
Lebanon
761 Poplar Street
Lebanon, PA 17042
717-272-6693

Paoli
123 Paoli Pike
Paoli, PA 19301
610-240-7955
800-971-7039

Principals – Michael Devine, Norman MacQueen.

www.northeastadvisers.com