Please use the form below to register.

You’re invited to our upcoming First Friday event on October 2nd!
Come by for refreshments, say hello to our staff, bring a friend or family member you would like us to meet. Use this time to get an update on your accounts, do you need to update your beneficiary information, or maybe take a withdrawal, stop your RMD for this? Anything you need just stop by our Ocala office from 3:00pm to 5:00pm, no appointment needed!

Contact Zinnia

5481 SW 60th Street, Suite 201
Ocala, FL 34474
(833) 368-3680