Welcome to the scheduling page for Erin Lindquist CFP® - Financial Advisor.
Please select which type of Event you want to schedule.
Client Review Meeting
Schedule a time to discuss your financial review.
Introductory Meeting Erin Lindquist CFP® - Financial Advisor
We look forward to helping you meet your financial goals!
60 Min General Meeting Erin Lindquist CFP® - Financial Advisor
Schedule a general meeting with Zonin Wealth Management.
30 Min General Meeting Erin Lindquist CFP® - Financial Advisor
Schedule a 30-minute general meeting with Zonin Wealth Management.
15 Min Quick Call
Schedule a time to receive a quick call from Erin
Year-End Tax Planning Meeting
This is a meeting to discuss your year-end tax planning.
Family Meeting
Schedule a time for a financial review with multiple generations of a family.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Zonin Wealth Management | 35 Court Street, Freehold, NJ 07728
Phone | (732) 333-0280
Zonin Wealth Management | 35 Court Street, Freehold, NJ 07728
Phone | (732) 333-0280