ZURBRIGGEN FINANCIAL, INC
SANIBEL, FLORIDA

Zurbriggen Financial, Inc., founded on May 7, 2008, is a domestic management professional company (DOMP) headquartered in Fort Myers, Florida. With its principal office located at 4240 Horse Creek Blvd., the firm is registered under the filing number P08000046341 and overseen by the State of Florida's regulatory body. Richard A Zurbriggen currently serves as President, with Evette M Zurbriggen as Secretary and Kyle L Zurbriggen as Vice President. The company offers a range of financial advisory services through its registered representative, Rick Zurbriggen, while operating independently from Securities America Advisors, Inc., despite associated affiliations. Its strategic focus is on providing clients with guidance during significant life transitions such as retirement, widowhood, or sudden wealth, utilizing their proprietary Asset Longevity Series® program to facilitate financial security and freedom. Advisory services are conducted in compliance with applicable state regulations, ensuring that transactions involving securities or personalized investment advice meet necessary registration requirements. Prospective clients must verify if Zurbriggen Financial is authorized to operate within their specific jurisdiction. The company emphasizes an integrated wealth management approach through collaboration with a team of local specialists, tailored to client needs for safeguarding and optimizing wealth. Zurbriggen Financial maintains its compliance transparency by publishing all relevant consumer information and regulatory notices on its website, ensuring accessibility for U.S. residents while underlining that offerings may vary based on state-level service availability.