Welcome to the scheduling page for Tom McDermott, 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 Tom McDermott, CFP® - Financial Advisor

We look forward to helping you meet your financial goals!

60 Min General Meeting Tom McDermott, CFP® - Financial Advisor

Schedule a general meeting with Zonin Wealth Management.

30 Min General Meeting Tom McDermott, 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 Tom

Discovery Meeting

Let's take a look at your current financial portfolio and discuss.

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.

Statement Review

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