Jen Zemotel

Rollover Assistance Meeting

This is to coordinate calls to source firms with the client in order to initiate Plan Rollovers

45 minutes
Jen Zemotel

Rollover Assistance Meeting

This is to coordinate calls to source firms with the client in order to initiate Plan Rollovers

45 minutes

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.