ZURBRIGGEN FINANCIAL, INC
SANIIBEL, FLORIDA

 Rick Zurbriggen, Registered Representative. Advisory Services offered through Securities America Advisors, Inc., Rick Zurbriggen, Investment Advisor Representative.  Zurbriggen Financial and the Securities America companies are not affiliated.  IMPORTANT CONSUMER INFORMATION: A broker/dealer (BD), Investment Adviser, or Investment Adviser Representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, Investment Adviser, BD agent, or Investment Adviser registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, Investment Adviser, BD agent, or Investment Adviser Representative, a consumer should contact his or her state securities law administrator This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of any offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Facing life’s transitions of retirement, life without a spouse, or receiving sudden wealth through inheritance can be challenging and overwhelming. Our mission at Zurbriggen Financial is to help our clients make the most out of life’s transitions. We are committed to making a difference in their lives by creating a bridge to financial freedom and security, freeing up their time to enjoy their lives. We have created a unique process, The Asset Longevity Series™, which provides strategies for the real concerns and challenges you have. We help create a vision of your future by helping you realize your lifetime values - We provide clarity and confidence in your investment decisions - Through our 90-day action plans and 3 meeting process, you will become more and more comfortable and knowledgeable about what we are doing for you and why we are doing it. We provide you with complete wealth management - One person to help you obtain all of the things that are important to you personally, to manage your investments prudently and realistically, to help protect your wealth from the unexpected and from the IRS, and to coordinate all of your plans with our carefully selected team of local specialists. This team approach can be a comforting experience that can bring with it great peace of mind. Helpful Content  Rick Zurbriggen, Registered Representative. Advisory Services offered through Securities America Advisors, Inc., Rick Zurbriggen, Investment Advisor Representative.  Zurbriggen Financial and the Securities America companies are not affiliated.  IMPORTANT CONSUMER INFORMATION: A broker/dealer (BD), Investment Adviser, or Investment Adviser Representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, Investment Adviser, BD agent, or Investment Adviser registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, Investment Adviser, BD agent, or Investment Adviser Representative, a consumer should contact his or her state securities law administrator This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of any offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.