Tampa Bay
Zinnia Wealth Management
82.96
82.96
Overview
Zinnia Wealth Management - Florida retirement planning strategies: including Protection of Your Health Care, Financial Security, Estate Planning, and more.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Identifies as women-owned
Identifies as women-owned
Appointments recommended
Appointment required
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This location is an excellent choice for anyone seeking financial guidance. Zinnia Wealth Management has a strong reputation for providing top-notch service. With a focus on women-owned businesses, they offer a unique perspective that sets them apart from others. The team is highly professional and knowledgeable, making them a great fit for those seeking comprehensive financial planning.Their office is conveniently located in Building 3220, SW 33rd Rd Road, Ocala City, making it easy to schedule appointments. The building itself is wheelchair accessible, ensuring that everyone can access the location without any difficulties.From the business description, it's clear that Zinnia Wealth Management prioritizes helping clients achieve their retirement goals. They offer a range of services, including Protection of Your Health Care, Financial Security, Estate Planning, and more. With a strong focus on education and guidance, they empower clients to make informed decisions about their finances.The team at Zinnia Wealth Management is led by Charisse, who has extensive experience as a Financial Advisor. With over 20 years of experience, she has developed a deep understanding of the financial services industry. Her team is equally knowledgeable and dedicated to providing exceptional service.The only issue that stands out is the occasional wait time for appointments. While the team is busy, this can lead to rescheduling, which may cause inconvenience for clients. However, this is not a significant concern, given the exceptional quality of service provided.Overall, Zinnia Wealth Management is an excellent choice for anyone seeking financial guidance. Their team is highly professional, knowledgeable, and dedicated to helping clients achieve their goals. With a strong focus on education and guidance, they empower clients to make informed decisions about their finances.
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