Royce Eric Zimmerman, CPA, CLU®

Financial Advisor

Royce Eric Zimmerman

Office: 303-512-2170

1873 S Bellaire St
Ste 1700

Denver, CO 80222-4360

Get a Map

 
 

Video Introduction

 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 
 
 
 

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

How can a Financial
Advisor help you?

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Dealing With A Down Market

The Northwestern Mutual Wealth Management Company has prepared an analysis of the recent market turmoil to provide you additional guidance and perspective - click here. Please feel free to give me a call if you have any questions or would like to further discuss your investment goals.

Welcome

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Royce Zimmerman can help you identify your needs and provide complementary solutions.

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Royce comes in. He will take the time to get to know you and your preferences. He can help you anticipate and prepare for the best and worst scenarios. The relationship he establishes with you enables him to focus on your needs what you want for your family and what you are currently doing.

Throughout your lifetime, Royce Zimmerman will help you understand what you need to prepare for and protect. You can feel confident that Royce will offer you solutions based on your individual needs.

Working together, Royce can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let him help you achieve a secure financial future.


My Mission

"Our family helping protect, grow and preserve your business and family legacy."
Royce E. Zimmerman, CPA, MAcc & Tara E. Zimmerman

 Working together, Royce Zimmerman and Tara Zimmerman can help challenge you to think  beyond today's urgency, to execute tax-efficient financial strategies that align with tomorrow's important goals.

 Following an initial consultation to audit your current strategies, the Zimmerman team will look for areas within your financials that can more efficiently align with your business or family direction. When new financial tools are required, Royce and Tara, along with their team, will help implement the most appropriate solution, semi-annually, or more often as needed, Royce and Tara will meet with you to adjust strategies to your developing needs and goals, and the morphing landscape of the market, the tax system, and the surrounding financial environment.

My Team Can Help With:

  • Answering your policy and billing questions
  • Providing information and service on your insurance policies and investments
  • Scheduling an appointment
  • Updating your personal information

Contact Amanda Turner: 303.512.2194

Contact Tiffany Ficken: 303.512.2198


 

Zimmerman Receives Prestigious Award

Northwestern Mutual is honoring financial representative Royce Zimmerman with its 2010 Forum Award, recognizing an outstanding year of helping clients throughout the region achieve financial security. Zimmerman joins a distinguished group of representatives from across the country who have qualified for this honor. 

“Professionals like Royce Zimmerman have never been more valued and needed by families who are seeking financial security,” said Northwestern Mutual Executive Vice President Todd M. Schoon. “In Denver and around the country, there’s been a surge in demand for long-term financial security planning to address the challenges of living longer, uncertain financial markets, less guaranteed income for retirement and significant health and long term care costs.”

Zimmerman and other winners will receive awards at the Northwestern Mutual Forum conference held in Scottsdale, AZ, on November 7 to 10, 2010. At the development symposium, Zimmerman will learn new insights from prominent speakers, connect with educational resources and share knowledge with fellow colleagues.


Dividend Announcement

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now


 

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).