Welcome to the scheduling page for Jen Zemotel.
Please select which type of Event you want to schedule.
Check-in Meeting (15 min)
Quick conversation to discuss questions, updates or anything you’d like help with.
Check-in Meeting (45 min)
A longer conversation to discuss questions, updates or anything you’d like help with.
Orientation Meeting
Comprehensive review of onboarding, technology and new account status.
Rollover Assistance Meeting
This is to coordinate calls to source firms with the client in order to initiate Plan Rollovers
Blue Hills Wealth Management | 36 Cordage Park Circle, Suite 328 Plymouth, MA | 617-471-6800 | www.BlueHillsWM.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.