Virtual Advisory & Consultation Services

Not in Cherry Hill, New Jersey? No problem!

Get the same personalized experience as an in-person consultation or review, with a “Zoom” call!

We use the video conferencing platform “Zoom” to maintain face-to-face relationships with out of state/out of area clients and prospects! Zoom is a complete two-way communication tool and in many ways, a lot like Face Time…. but with even better options! Paul is able to generate and share your personalized statements, performance reports, plan results, etc. while simultaneously on the video chat with you. Not to mention, Zoom is a completely safe and secure application that you can download right from your phone or computer (not to mention, it is complete free!)

Ready to take business communication to the next level? Schedule a test Zoom call so you can determine if this mode of communication works best for you! Call or email us and let us know you are interested in a Zoom call for your next review or consultation. We can answer any questions you may have, and walk you through the [very easy] process!

Interested in learning more about Zoom? Click here to visit the Zoom website!