Get In Touch
Ready to start your financial journey? Schedule a free consultation today and take the first step toward achieving your financial goals.
Schedule Your Free Consultation
Fill out the form below and we'll get back to you within 24 hours to schedule your complimentary consultation.
Contact Information
Phone
646-347-9487
Available Monday - Friday, 9 AM - 5 PM EST
info@zecherfinancial.co
We respond within 24 hours
Office Address
8 The Green STE A Dover, Kent County, DE 19901
By appointment only
Office Hours
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Evening and weekend appointments available upon request
What to Expect
Free Initial Consultation
30-45 minute discussion about your financial goals and current situation
No Pressure Approach
Educational meeting focused on understanding if we're a good fit
Customized Recommendations
Initial insights and next steps tailored to your specific situation
Flexible Meeting Options
In-person, phone, or video conference - whatever works best for you
Existing Client Emergency Contact
For urgent financial matters outside business hours
646-347-9487 ext. 911
Emergency line available 24/7 for existing clients only
Frequently Asked Questions
Common questions about our consultation process
Is the initial consultation really free?
Yes, absolutely. Our initial consultation is completely complimentary with no obligation. We use this time to understand your situation and explain how we might be able to help.
What should I bring to the consultation?
Come prepared with questions and goals. If you have them available, recent investment statements, tax returns, and insurance policies can be helpful, but they're not required for the initial meeting.
Do you have a minimum investment requirement?
For ongoing investment management services, we have a $250,000 minimum. However, we offer financial planning services and hourly consultations for individuals at all wealth levels.
How quickly can I schedule a consultation?
We typically can schedule consultations within 1-2 weeks. For urgent situations, we often have same-week availability.
Do you offer virtual consultations?
Yes, we offer consultations via phone, video conference, or in-person at our office. Many of our clients prefer virtual meetings for convenience.