Letters of Recommendation

Resources - page 5
I want to express my appreciation for the very professional work you have done over the last two years for me personally and for myself and my practice. I have always found that you have acted in the capacity of an advisor, seeking to educate and inform, taking complex areas and providing excellent third party referrals from acknowledged experts in tax, legal and estate planning areas to clarify and simplify issues that needed to be addressed. Dr. Edward Philips
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Bob has been of great value to me and my wife in addressing a number of important financial concerns. In a short period of time, he has become invaluable in working closely with our accountant to safeguard our retirement planning goals. Dr. Ibrahim Kamel
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Bob Zinner has been of enormous help to me in regard to a complex financial problem involving protection of assets, retirement planning, disability and life insurance. He is very knowledgeable about financial planning and insurance matters, and I am particularly impressed by his problem solving approach to his work. He regarded my particular situation as a challenge and was prepared to spend whatever time was necessary to come up with a solution. Dr. Grant Maxted
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I have, over the years, worked with a multitude of investment counselors and insurance brokers and agents, but have been most impressed with Bob who brings with him not only a high degree of professionalism, determination and zeal, but as well, a high degree of knowledge, integrity and empathy. Specializing for many years with physicians has given him a special insight and understanding into our particular condition and needs. Dr. Leslie Goldenberg
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Due to your care and efforts I discovered significant flaws in my own private plan. Thank you again for your help and concern. I am very pleased that hospital medical staff associations have seen fit to provide their doctors with the option of a much more comprehensive disability plan, and just as importantly, your professional advice and services. Dr. Mervyn Jackson
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Your service to my knowledge, is unique in that you focus on educating your client, first by assisting them in articulating their financial, career, personal and retirement goals and then summarizing and organizing all current policies and capital investments. This summary includes the rationale for original purchase and current capital gains position on asset investment. Mr. Peter Willis
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I have no hesitation in recommending the program Mr. Zinner provides for physicians. His service is personalized and consists of a professional,time efficient analysis of doctors' disability, personal insurance, retirement and estate planning. He provides a clear, concise summary of their current position measured against their expressed personal insurance and estate planning objectives. Dr. Bruce Rowat
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