Specialty Services
Find Financial Peace and Harmony - Consultation with Geri Pell
- Item Number
- 168
- Estimated Value
- 1200 USD
- Sold
- 150 USD to mt1dfd657
- Number of Bids
- 1 - Bid History
Item Description
Find Financial Peace and Harmony
Get your finances in balance and your life in harmony. Meet Geri Pell, CFP, MBA, CDFA, Private Wealth Advisor and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc . During this 2-hour financial planning consultation, you will take a comprehensive one-on-one look at your entire financial life. Named to the Barron’s List of Top 100 Women Financial Advisors for the past 8 years, Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments. For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan.
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