fbpx
(833) 368-3680|retirement@zinniawealth.com
FacebookTwitterInstagramLinkedInYouTube

July 2019

© Zinnia Wealth Management | Terms of Use | Privacy Policy | Powered and Developed by: LoneBeacon.com

Disclosure: Investment Advisory Services are offered through Zinnia Wealth Advisory, LLC a registered investment adviser. Zinnia Wealth Advisory, LLC and Zinnia Wealth Management, LLC are separate entities. Insurance products and services are offered and sold through Zinnia Wealth Management, LLC.

Check the background of Zinnia Wealth Management and its advisor representatives on FINRA’s BrokerCheck

Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system.

This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 352-368-3680 or return and delete the original transmission and its attachments without reading or saving in any manner.

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, accounting, tax or insurance purposes. Zinnia Wealth Management will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Do NOT follow this link or you will be banned from the site!
^

It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments. We are adhering to the state guidelines and are maintaining best practices of cleanliness and social distancing in our offices. As such, we are only available for pre-scheduled meetings at this time, but are making every effort to get everyone scheduled as quickly as possible.

If you are coming into the office, we ask that you follow these guidelines:

  • If you are not feeling well, have a temperature, cough, or other symptoms in the last 14 days we ask that you please reschedule
  • Please wait for your designated appointment time before entering the building
  • Observe social distancing of 6 feet

For your safety and convenience, we can also schedule a video conference or traditional call for those business requests that may not require and in office visit.

Our goal is to do everything we can to create a safe environment to protect both your financial and physical health. We want you to feel comfortable in knowing that we are taking every recommended precaution with your well-being in mind.

We look forward to seeing you soon!

Your Friends,

Charisse Rivers and the Entire Zinnia Wealth Management Team

Go to Top