For our clients and prospective clients who prefer to meet via conference call or video call, we can host meetings virtually via Webex, a secure online conferencing service.
For existing clients, we can conduct full portfolio reviews and financial planning meetings. And for prospective clients, we can conduct full discovery meetings where we get to know each other and see if we can help you achieve your financial goals.
It's a very simple process: once a meeting time has been established, our friendly team will email you a Webex link that is embedded in an email, and you will be welcomed by our team of experts.
To schedule a complimentary in-person OR virtual portfolio review please call us at 410.580.2686 or email us at scheinkerwealthadvisors@janney.com.
