Freda J. Zimmerman & Associates

Freda J. Zimmerman & Associates I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Regis I joined New York Life as an agent in 1980.

I received my CLU/Chartered Life Underwriter designation in 1989, ChFC/Chartered Financial Consultant designation in 1997; Bachelor of Science degree in Business Administration from Central Washington University in 1990. My greatest joy in life is enjoying my family: husband, children and stepchildren and grandchildren and extended family. Financial planning is all about family and creating outcom

es that can be depended upon, regardless of quirks of fate or fortune. My interests include Spokane Symphony, Seattle Opera for over 30 years, The Exchange Club of Downtown Spokane, Central Washington University alumni activities, Esther Reed Chapter of Daughters of the American Revolution; reading (especially history), family history research and Eastern Washington Genealogical Society. I enjoy easy hikes, wildflowers, Inland NW Land Conservancy, geology and the Ice Age Floods Institute. I love to garden at our home and especially treasure "heritage flowers" which came from my Dad and other loved ones and which I can share with others. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Branch address: 1104 N River Ridge Blvd., Spokane, WA 99224-7060, phone 206-915-7490. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0799554.

Life Insurance Awareness Month may be coming to a close this September, but your need for coverage is year-round. Contac...
09/29/2021

Life Insurance Awareness Month may be coming to a close this September, but your need for coverage is year-round. Contact me today and let’s talk.

With life insurance, protecting the future of your loved ones is possible. Contact me today.
09/24/2021

With life insurance, protecting the future of your loved ones is possible. Contact me today.

Family is everything. Would you do anything to protect your family and ensure they have a bright future? Let’s talk.
09/20/2021

Family is everything. Would you do anything to protect your family and ensure they have a bright future? Let’s talk.

Getting life insurance is a simple way to help make sure the ones you love can continue on financially if you’re no long...
09/17/2021

Getting life insurance is a simple way to help make sure the ones you love can continue on financially if you’re no longer there. Let’s chat.

Have you reviewed your life insurance beneficiaries recently? If not, let’s chat.
09/13/2021

Have you reviewed your life insurance beneficiaries recently? If not, let’s chat.

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting ...
09/10/2021

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting them with life insurance? Contact me today.

We couldn’t agree more with Kelly Rowland on this. It’s time to take that step and protect the ones you love with life i...
09/06/2021

We couldn’t agree more with Kelly Rowland on this. It’s time to take that step and protect the ones you love with life insurance, I can help.

We’re a proud supporter of Life Insurance Awareness Month in September. Life insurance is a simple way to say to your lo...
09/01/2021

We’re a proud supporter of Life Insurance Awareness Month in September. Life insurance is a simple way to say to your loved ones, “I’ve got you” — and mean it. Let’s chat.

A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short v...
06/23/2021

A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short video. https://bcove.video/2tmwLN0

The goal is to strike a balance between having cash for an emergency fund and big purchases and ensuring your investment...
06/14/2021

The goal is to strike a balance between having cash for an emergency fund and big purchases and ensuring your investments work for you. Read on to learn more.

A sizable hoard is comforting but could crimp long-term portfolio gains.

Business owners: Do you know the difference between good debt and bad debt?
06/14/2021

Business owners: Do you know the difference between good debt and bad debt?

The key to staying away from bad debt is to avoid it in the first place.

There's time to fix these mistakes before next year's tax season.
06/14/2021

There's time to fix these mistakes before next year's tax season.

Doing a post-game analysis on your tax return can help you learn from your mistakes.

Address

1104 N River Ridge Boulevard
Spokane, WA
99224

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12069157490

Website

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