Let's define the meeting
Please select the purpose and location of our meeting.
Are you currently one of our Wealth Management Clients?
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Yes
No
What is the primary purpose of our meeting?
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Wealth Management / Investment Review
Tax Preparation / Planning
Consulting (Wealth Mgt or Tax Issues)
Where would you like to have our meeting?
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9307 Brook Rd (US Rt 1), Glen Allen Virginia (Just south of I-295)
1 Taconic Place, Chatham New York (next door to Price Chopper)
Via Phone/Conference Call
Via Zoom
Other
How long do you think we will need
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Less than 30 minutes
45 minutes to an hour
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