What's Next - Zinnia Wealth Management

What’s NextKirby2019-12-05T16:14:53+00:00

What’s Next? Your Personal Appointment.

You’ve scheduled an appointment with Zinnia Wealth Management. What are your next steps?

Click on the video below for a brief introductory message from Zinnia’s CHARISSE RIVERS, Founder & Financial Strategist.

Please don’t hesitate to call us at 833-368-3680, or send us an email at retirement@zinniawealth.com with any questions.

A MESSAGE FROM Charisse Rivers: A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe ⇣

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