Appointment Schedule Page for Averett University
There are three ways to schedule an appointment on campus:
- Use the online submission form that appears when you click on one of the links below
- Call our office at 877-435-2489
- Email email@example.com
If you are unavailable at the times currently listed, please contact our office directly – we will work with you to find a convenient time for you to meet with an advisor.
Please note that dates and times listed are subject to change. You will be contacted promptly if your appointment needs to be rescheduled.
If no dates are listed and you would like to meet with an advisor, please call our office to schedule an appointment.
Please bring as much of the following information to your first meeting as possible:
Copies of your most recent retirement account / 403(b) quarterly statements and any other investment statements for your household (including pension and other assets), dollar totals of savings, checking, CDs, life insurance cash value, social security statements, if available, and any liabilities such as home, car, etc. It is important to have as much financial information as possible in order to generate a complete and accurate Wealthcare Plan with appropriate recommendations.