Last Updated
Feb 3, 2025
Support
Contact Us
If you have any issues with or questions about our product, You can contact us:
- By email: support@zocks.io
Address
Zocks Communications
548 Market St
PMB 69528
San Francisco, California 94104-5401 US
TABLE OF CONTENT
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Follow-ups
Jayce
1
Create retirement income models based on different timelines and claiming strategies
Assign to Jayce in Salesforce
John
3
Michelle
1
John & Michelle Smith Discovery Call
Dec 28, 2024
9:00AM - 9:54AM
3
Financial Summary
Meeting Overview
- Participants: Clients: John Smith, Michelle Smith; Financial Advisor: Jayce Talis