What does your appointment at Zinnia wealth look like?
- Author
- Charisse Rivers
- Published
- Mon 05 Aug 2019
- Episode Link
- https://omny.fm/shows/retirement-coffee-talk/what-does-your-appointment-at-zinnia-wealth-look-l
What happens when you sit down with a financial advisor? Is it a long process? Do you need to bring a lot of papers and questions? What should you expect?
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