Are you ready for your first meeting with us?
If you haven’t met with us already, please complete the First Meeting Organizer at the bottom of this page at least one day prior to your first meeting to allow us time to review it. The purpose of the organizer is to help us better understand your needs and make your meeting with Bucholtz Consulting more productive by gathering basic information before we meet.
If you prefer to complete the First Meeting Organizer by hand, click here, print and follow the instructions on the printed copy.
Please plan to bring the following financial information to your initial meeting:
- Recent tax return
- Recent investment statements
- Pension or retirement plan information
If you’d like to come talk to us, but haven’t yet scheduled a meeting, feel free to fill out the First Meeting Organizer. We will follow up with you shortly after we receive your request to schedule your first complimentary meeting.
Please contact our office at (440) 944-7070 or (800) 944-3134 if you have any questions as you work through the First Meeting Organizer.
Bucholtz Consulting maintains strict confidentiality. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.