Powered by
GReminders
Let's define the meeting
Select a location and purpose of the meeting
What is the primary purpose of our meeting?
*
This field is required.
Wealth Management / Investment Review
Tax Preparation / Planning
Consulting (Wealth Mgt or Tax Issues)
Where would you like to have our meeting?
*
This field is required.
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
*
This field is required.
Less than 30 minutes
45 minutes to an hour
Continue