About Us

Freda J. Zimmerman & Associates designs and implements insurance and financial solutions for businessowners and individuals.  Tax*-favored plans and strategies aim to minimize income tax liability while accumulating and preserving assets.

Freda J. Zimmerman joined New York Life in 1980.  For more than 30 years, New York LIfe - with superior products as well as specialized services such as the Advanced Planning Group - has allowed her to provide outstanding products and service to her clients.

Freda J. Zimmerman & Associates grew out of a need to present the widest possible employee benefit solutions for Freda's business clients: "Big Business Benefits for Small Businesses" with less than 150 employees.

Freda became an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, in 2001, offering advisory services in the state of Washington.

Freda received the Chartered Life Underwriter® designation in 1989 and the Chartered Financial Consultant® designation in 1997.  She completed her Bachelor of Science, Business Administration degree from Central Washington University in March 1990; this was after a 10-year hiatus.

She lives with her husband and a menagerie of cats, koi, crows and occasional raccoons; and enjoys movies, history, family history research, opera, travel and continual learning opportunities.

Please use the contact us button to e-mail us.

*Freda J. Zimmerman & Associates, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.



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