Introduction & Discovery Meeting
This meeting is an opportunity for us to get to know each other, discuss what's important to you, and learn more about your financial goals, concerns, and priorities. We'll answer your questions, share how we work with clients, and explore whether we're a good fit to help you achieve your objectives.
30 minutes
Introduction & Discovery Meeting
This meeting is an opportunity for us to get to know each other, discuss what's important to you, and learn more about your financial goals, concerns, and priorities. We'll answer your questions, share how we work with clients, and explore whether we're a good fit to help you achieve your objectives.
30 minutes
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera
Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 1702 E Highland Ave Suite 204, Phoenix, AZ 85016 602-841-2627
Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 1702 E Highland Ave Suite 204, Phoenix, AZ 85016 602-841-2627