James G Zoller

Contact

James G Zoller, MBA, CLU®, ChFC®
Wealth Management Advisor

1790 38th St Ste 306
Boulder, CO 80301-2600

Phone: 303-442-4010

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Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

James Zoller offers personal planning analysis for individuals and business planning for small business concerns.  By combining 11 years of corporate finance and tax law experience, Jim Zoller and his staff have created the expertise required to assist clients in achieving their specific goals.

Specifically for individuals, Jim specializes in risk management, education funding and retirement solutions.  When working with small business owners, Jim Zoller deals with issues related to executive benefits and business continuation.

Let James Zoller help you ensure your financial future is all you want it to be.

In the News

Northwestern Mutual Maintains Highest Ratings
Northwestern Mutual Northwestern Mutual has maintained the highest possible insurance financial strength ratings from the four major rating agencies.

A++ - A.M. Best (May 2006)
AAA – Fitch Ratings (August 2006) 
AAA – Standard & Poor’s (May 2006) 
Aaa – Moody’s Investors Service (March 2006)

In 2007, for the 24th time in as many years, Fortune® magazine recognized Northwestern Mutual as America´s "Most Admired" company in our category ( Fortune Magazine, March 19, 2007)

The Mint

The Mint The Children's Guide to Handling Money Wisely

Jim Zoller would like to introduce you to a website sponsored by the National Council of Economic Education that is designed for our children.

This site was developed to help children and teens understand the value of money, the importance of saving and the risk of credit, to ensure a successful future. 

The Children´s Guide makes learning interesting and interactive; treating a serious situation in a fun and easy-to-understand way.  There is even a "parents page." It is never too early to teach our children about finances - it just makes cents!

Lessons From the World of Golf

For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

View Scorecard

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

Rebuild, Revive and Learn From the Great Recession

Northwestern Mutual’s CEO Ed Zore and Steve Forbes hosted events in Atlanta, Denver, Minneapolis and Newport Beach focusing on key lessons learned in the Great Recession and how to rebuild and revive the economy.

Visit the Northwestern Mutual Resource Center’s Fact and Comment page on Forbes.com for additional insights.

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.