Client with Advisor(s) Exploratory Call
Call with Clients and any of their Professional Advisors
- 1 hr1 hour
- Online Zoom Video call or Phone Call
This is an opportunity for clients to have a call with any of their Financial Professionals (including but not limited to CPA, Realtor, Estate Planner, Financial Advisor, etc.) to discuss overall situations or specific topics. If possible please also specify ahead of time who all will be joining (name and their role). We'll assume it will be a Zoom Video Call unless you specify Phone and provide all parties phone numbers.
To cancel or reschedule please contact us directly if it's within 4 hours of your originally scheduled time at 303-881-7271 (call or text Angela) or firstname.lastname@example.org
Home Branch located in Oregon. Angela is located in Colorado. Denver, Colorado, USA