Zinnia Wealth Management

Zinnia is absolutely the best. What a treasure for the good people of Florida to have such a dedicated financial team that exudes trust and integrity. I have personally worked with Charisse for over a decade and know that her expertise is unparalleled in the financial services industry. 5 stars is not enough!

The Zinnia staff take the time needed to really get to know people they are working with. They ask questions, listen to what people need/want, and help develop a portfolio that is perfect for you. We have been very pleased with our business with Zinnia and have recommended several people to them.

We have been a client of Zinnia Wealth for two years and we have nothing but great things to say about Charrisse and her whole staff. Any time we need suggestions about our account, they were there to help us through it. We just got done with our review and we felt confident on all the suggestions she gave us.

I just complete my one-year review with Charisse and Zinnia Wealth Management, and I must say I am very impressed. During our initial consultation and decision-making meetings a year ago, Charisse went into our options in great detail. Over the past year our chosen mix of annuities and stocks have performed exactly as expected. Moreso, our recent review was an opportunity to revisit last year?s decisions and make a few changes. With higher inflation, rising interest rates and upcoming market volatility

Contacted Charisse at Zinnia Wealth a few years before my pending retirement. She helped us with what we were doing correctly and ways to improve our investment options prior to retirement. She and her staff were patient for years, ?you're good to go for now, lets talk when you pull the trigger and we'll get something really good going for you and Bonnie?. Early in retirement 3 years ago she set up a comprehensive income plan that is and continues to work out well. Two very critical points, she assis

This business is a scam. She exercises false advertising techniques. She will not talk to you unless you have a minimum of $250,000 available to open an account. This is called wealth management. Hence, you are already wealthy and seek help managing said wealth. The advertising on Google, the website and YouTube describes the business as offering financial planning services. People certified as financial planners that you can hire to assess your personal situation and advise a strategy to accomplish your go

I am very impressed with Charisse and Zinnia Wealth Management. She is down to earth and competent. Our portfolio has done well since we have been with Zinnia. We have been with them for three years.

My wife contacted Zinnia to set an appointment with Charisse and was told she could not meet for 17 days. When we arrived we were told Charisse could not meet but an assistant would meet with us. Charisse didn't have the professional courtesy to contact us to reschedule our appointment. Charisse had sold my wife an annuity with Security Benefit and had recommended the money be split between two funds, neither of which allowed any changes in the first five years. One of the funds Charisse selected was a 5 yr

I was introduced to Charisse as a financial planner though friends. I was particularly impressed with her careful review of my financial wants and needs. She followed that with a knowledgeable, thoughtful and totally non-pressure presentation of services she could offer me. Two years ago I purchased a long-term-health/life insurance annuity from her, and am now looking forward working with her again. In any transaction, trust is a big factor, and for me, she meets factor that in spades.

For me choosing Zinnia Wealth Management to manage my money was easy. I interviewed 3 different Financial Services Firms and Charisse at Zinnia was someone I could relate to. She has a passion for her business and a genuine sincerity in the way she presented her plans for my Financial Success. In addition to that she is an Elite athlete and knows how to compete.That is a person I want in my Corner!!!

Just finished meeting with Charisse and it was the best advisor/client discussion I have ever had. Charisse is a good listener and is very competent!

It has been nearly 2 years since my wife and I attended a luncheon seminar given by Charisse and Shawn. We had been to a few of these in the past given by other individuals and this one was very different. In the past we left these seminars with a feeling that we were being pressured to make decisions that we were not ready to make at that time. The speakers always wanted forms filled out and contact information to reach you for follow up and more information than we wanted to share at that time. With Chari

First, they never returned our call. Then, when I was finally able to make an appointment they had to reschedule because they "overlapped" appointments. I canceled completely and never rescheduled.

Charisse and the team at Zinnia are amazing you won't be disappointed make you feel so comfortable with a stressful decision

I had some problems initially but Charisse called me back and resolved all the issues. Good company, I trust them.

Fun Valentine's Day with Zinnia Wealth Team!

Very trustworthy and knowledgeable