Professional Services
Financial Planning
- Item Number
- 73
- Estimated Value
- 1000 USD
- Sold
- 422 USD to danlayman
- Number of Bids
- 10 - Bid History
Item Description
A comprehensive financial plan including two sessions at Partnership Wealth Management offices in Fells Point. These sessions would address retirement goals, investment strategies, estate and tax strategies, insurance, education, and other goals. Partnership Wealth Management is an independent financial services company. They specialize in LGBT planning, pension strategies, and eco-friendly investing. They are members of Buy Local Baltimore, Businesses for the Bay, and the only Maryland financial services company to be a member of the EPA's Green Power Partnership.
Item Special Note
Valid until February 2012.
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