Services
Socially Responsible Financial Planning Session
- Item Number
- 298
- Estimated Value
- $150 USD
- Sold
- $55 USD to CNbidder
- Number of Bids
- 2 - Bid History
Item Description
A 1 to 2 hour (your choice of length) personal financial planning/investing consultation addressing your financial concerns -- from saving to investing, retirement planning to college saving, etc. -- all within a socially responsible context. You may have "toxic" stocks, bonds and mutual funds that you want to convert into socially responsible alternatives, or you would like to make sure you are in the right retirement accounts, or you are just beginning in investing and want to start out right, or you are concerned about having enough retirement income, etc. With over 25 years of financial industry experience, and the Vermont representative for the nation's largest socially responsible financial services firm (PAM Group), Todd will be happy to answer all your questions and provide an evalution of your current plans and holdings (if you wish). See our Vermont office site (www.pamgvermont.com) for more details about our experience and capabilities.
Item Special Note
Appointments can happen at our office in Wells or we can travel to your home or office within 100 miles of Wells. Appointments can also happen by phone for out-of the area winners.
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