Letters of Recommendation

Resources - page 4
I have completed a comprehensive security planning program with Bob Zinner that involved a full analysis of my current financial situation with projections done to retirement. The program has been extremely helpful to me and I would not hesitate to recommend it to any doctor. Please feel free to refer any doctors to me who might wish to know more about this service from another doctor. Dr. Katherine Vallis
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Bob, you and your staff do your job extremely well and I am delighted that such service comes at no cost or obligation whatsoever to our employees. I now have greater confidence and a real sense of security regarding my future plans. I would have no hesitation recommending this service to any of my colleagues here at PMH. Dr. Emma Pavlov
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I recently had the pleasure of working with Mr. Robert Zinner regarding various aspects of security planning, . In the past, I have dealt with M.D. management and a slew of other financial advisors whose brochures I now file in my favourite round, green filing cabinet beneath my desk. Mr. Zinner is of a totally different class. His experience and knowledge in this important area as it relates to doctors I feel is invaluable, especially at this time when our financial security for the future is so uncertain. Dr. Allan Slomovic
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Your analysis only sought to educate and allow me better understanding of options open to me now and in the future. I always felt your interests were genuinely to assist me to achieve my goals. Dr. A.D. DePetrillo
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The process is extremely effective in organizing not only the paperwork, but my thinking of where exactly I am today and where I want to go in the future. Dr. L. Zoberman
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Bob is truly professional. He went to great lengths to ensure that he understood what our concerns and goals were, then analyzed all our current policies and insurance vehicles and projected everything out to retirement based on realistic estimates of growth and income. Dr. Wrennie Simmonds
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What I particularly value Bob is your ongoing concern that I clearly understand how my insurance and retirement program works and your willingness and ability to communicate areas that had previously never been properly explained to me. In addition, you have taken the time to introduce me to quality advisors in other areas of planning that have proven extremely valuable to me and my practice. For that I thank you for your genuine concern. May I say too that the associates to whom I have introduced you, feel the same as I do. I have no reservation whatsoever in recommending your services. Please do not hesitate to use my name or this letter for reference purposes. Dr. Morris Goldfinger
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You wasted no time in taking to depth our financial profile and provided us with a clear factual picture of the situation and gave excellent recommendation. I have to admit that your demonstration of the painful, realistic financial situation, I have ended in through my lack of proper planning, was sobering. I only wish I had met you before. Dr. Emad Amer
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I can only applaud your professionalism, throughness, and dedication. As I am sure will confirm, your advice and counsel will give my family security and protection. You have given me one of the most elusive commodities---peace of mind. Dr. Martin Kushner
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