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Zinnia Wealth Management
- Financial Services
- Ocala, FL
About this business
Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve wise financial stewardship. Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice. We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress... read more
Location details
5481 SW 60th St #201, Ste 201, Ocala, FL, 34474, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I came to City Of well after listening to the radio talk show of Charise ****** on how to manage your money. I was convinced that Zinnia Wealth, Michelle Is My Handler and would do a good job planning analyzing and helping me select a retirement portfolio. When I invested my hundred thousand dollar portfolio I was advised to put half of it and what turned out to be a very risky dividend equity. In the first month, I lost 17% of my retirement equity. My advisor goldie did not initially return my phone calls or emais. She also... read more
Frequently asked questions about Zinnia Wealth Management
How is Zinnia Wealth Management rated?
Zinnia Wealth Management has a 3.8 star rating with 20 reviews.
When is Zinnia Wealth Management open?
Zinnia Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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