Zinnia Wealth Management specializes in helping clients achieve their personalized goals for retirement. We concentrate on essential retirement planning strategies: Investment Management, Tax Minimization, Estate & Legacy Planning, Social Security Maximization & Guaranteed Income. Our goal is to help you make the most of your money by determining how much you need to live out your dream retirement.
zinniawealth.com
Charisse Rivers BA ’04
CEO
Financial Services
Ocala, FL
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