Welcome to the scheduling page for Robert Ferrari.
Please select which type of Event you want to schedule.
Initial Consultation

We look forward to helping you meet your financial goals!

Client Review

Schedule time to discuss your yearly financial review

15 minute Phone Call

This 15-minute phone call is a brief introduction to discuss your financial goals, answer initial questions, and determine next steps

30 minute Phone Call

This 30-minute phone call allows for a more in-depth conversation about your financial goals, current situation, and questions. We’ll review priorities and discuss potential next steps.

In Person Meeting

We look forward to meeting with you in person at a location that works best for you, which Mr. Ferrari will approve before the meeting. This time is dedicated to reviewing your goals, addressing questions, and discussing next steps tailored to your needs.

Zoom Meeting

We look forward to seeing you.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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