Zerbe Financial's mission is to enrich and preserve the health and wealth of individuals and small businesses. We offer a team approach in order to more effectively help our clients, who have a wide variety of needs, as they maneuver through a complex financial-services world. We know a "one strategy fits all" approach does not work for most, therefore we give every client our undivided attention every step of the way.
Zerbe Financial provides a variety of insurance solutions for individuals of every age and small businesses. As insurance brokers who specialize in Medicare, we work closely with those age 65+ to help them navigate the wide range of carriers and plans available for their insurance needs. We also provide insurance solutions for guaranteed retirement income, survivor benefits, college savings, health and disability coverage, and long-term care needs.
We understand the challenges families and small businesses face today. From managing debt to saving for college and/ or retirement, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom, in our approach to investing and preserving health and wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.