BBB Accredited Business Profile

Zinnia Wealth Management, LLC

Zinnia Wealth Management, LLC

(352) 368-3680

Zinnia Wealth Management, LLC

10 years in business
5481 SW 60th St Unit 201
Ocala, FL 34474-5639
Additional Phone Numbers
  • (888) 574-6464
  • (352) 875-9997
BBB File Opened: 05/15/2012
Business Started: 04/17/2007
Business Started Locally: 04/17/2007
Business Incorporated: 01/01/2012 in FL
Type of Entity
Limited Liability Company (LLC)
Contact Information
  • Principal: Mrs. Charisse Rivers Smith, President
  • Mr. Shawn Smith, Vice President
Business Category
  • Financial Planning Consultants
  • Financial Planning Kit
  • Insurance Agency
  • Health Insurance
  • Medicare
  • Life Insurance
  • Long Term Care Insurance
  • Senior Insurance
  • Annuity
  • Insurance Services Office
  • Financial Services

Products & Services
This company provides Retirement Planning and Income Strategies, Tax Management, Estate Planning, Risk Management, Education Funding, and Investment Planning.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Zinnia Wealth Management, LLC

Zinnia Wealth Management, LLC

BBB ACCREDITATION SINCE 05/29/2012

Customer Review Rating:

100%
This business has no complaints filed

Composite Score: