New & Reduced!
Financial Plan from Partnership Wealth Management
- Item Number
- Estimated Value
- $1,000 USD
- $290 USD to jd04da256
- Number of Bids
- 17 - Bid History
The item for bid is a financial planning certificate valid for a comprehensive financial plan and two planning sessions. The financial plan can address your goals such as retirement planning, investment strategies, estate & tax strategies, insurance assessment, and can address other goals such as education.
Partnership Wealth Management is an independent financial services company. We specialize in LGBT Planning, Pension Strategies, and Eco-Friendly Investing. We 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.
We are a PET FRIENDLY business. The owner brings his two dogs to work daily, we are the founders of Paws for a Cause annual charity night, and we have been strong supporters of local animal groups.
Item Special Note
Does not include investment advisory fees, account fees or other related fees charged thru LPL Financial. Planning sessions to take place in Baltimore office. Expires 10/31/2016. All sales final.
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