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Independent Investment Fiduciary

Unlike many brokerage firms, insurance salespeople and banks, Tom Zickau & Zickau & McCormick adhere to a “fiduciary standard,” which means that are guidance is based on what is absolutely best for you and your financial plans and not good for our bottom line.

Adhering to a fiduciary standard complements the fact that we are also a fully independent firm…locally owned and operated. Unlike advisors who run their businesses beneath a Wall Street firm’s umbrella, which requires that they recommend commission-based investment products to meet quotas, our advice is never influenced by outside interests, shareholders or Wall Street.

We are an independent investment fiduciary. It’s something we are proud of, and it’s something we believe makes partnering with us a great choice for you.