Services
One full financial planning session from David White & Associates
- Item Number
- 103
- Estimated Value
- 2000 USD
- Sold
- 200 USD to BethScott
- Number of Bids
- 1 - Bid History
Item Description
David White & Associates is proud to offer a full Financial Planning Session with special emphasis on educational savings, retirement and long term care planning.
Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and Fortune 500 company executives. Located in San Ramon, CA, our firm manages over $650 million dollars for our clients. We are wealth accumulation and income distribution advisors, not captive to any one idea, service or product.
To learn more please visit our website at www.dwassociates.com
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