The Zoller Group

 

Jeff Zoller, CLU
Managing Director
Jeff Zoller

As a member of the Northwestern Mutual Financial Network, The Zoller Group provides a variety of clients in Central New York with access to the products and services of a world-class company, including investments, estate analysis, retirement solutions, education funding, employee benefits and insurance. Over the years the office and its associates have earned numerous industry recognitions including Million Dollar Round Table status and the District Agency Growth and Pacesetter Awards. The success of The Zoller Group may be attributed in part to a family dynamic within the office that enhances collaborative efforts on behalf of clients.

Managing Director Jeff Zoller has developed The Zoller Group to consist of professionals of integrity who are dedicated to the financial success of their clients. He joined Northwestern Mutual in 1989 as a Financial Representative with The Stone Agency in Boston, following in the footsteps of his father, himself a Financial Representative since 1957. After seven years with The Stone Agency in Boston, Jeff Zoller returned to the area where he was brought up and became Managing Director of the local network office. The elder Zoller always taught Jeff, “Work hard and do the right thing,” and these values are at the heart of The Zoller Group philosophy. Jeff, his father and his sister, Holly Gigliotti, together have more than 70 years of experience.

Jeff Zoller is a member of the National Association of Insurance and Financial Advisors, the Mohawk Valley Life Underwriters Association and GAMA International, an association dedicated to promoting the professional development needs of managers in the insurance and financial services industries.

Jeff Zoller has earned the Chartered Life Underwriter (CLU) professional designation, which is the highest level of studies in the life insurance profession, and currently is working toward the Chartered Financial Consultant (ChFC) designation, which is the most extensive education for financial solutions professionals.

Jeff Zoller has been a Board Member of A Better Chance since 1999, and he coaches Pop Warner football. Jeff also is a member of Ducks Unlimited, and was District State Chairman (1992-1994) and State Chairman (1995-1996) of that organization’s Matching Aid to Restore States Habitat (MARSH) Program.

Jeff Zoller and wife, Courtney, have four children: Charlie, Jack, Adelaide and Georgia. He enjoys spending time with his family, bird watching, fishing, golf and travel.

   
   
 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company, which is a limited purpose federal savings bank and registered investment adviser. Jeff Kendall Zoller is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative of Northwestern Mutual Investment Services, LLC, 6314 Fly Rd, E Syracuse, NY, 13057, (315) 434-8800, a wholly-owned company of NM, a broker-dealer and member FINRA (www.finra.org) and SIPC. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Jeff Kendall Zoller, District Agent, The Zoller Group has Financial Representatives that are primarily licensed in New York.

 
   
 

1960 State Route 8
Clayville, NY 13322
GET A MAP


Office: 315-839-5222
Fax: 315-839-5408
Email This Office

 
 

Do you have what it takes?
Are you ready for financial independence? Are you ready to make a positive impact on your life and the lives of others?
FIND OUT MORE