Treehouse Shakers – Celebrate Imagination
Auction Ends: Oct 24, 2017 10:00 PM EDT

Services

Consultation with Barron's Top 100 Female Advisor

Item Number
106
Estimated Value
1200 USD
Opening Bid
450 USD  -  Item Has a Reserve
Next Minimum Bid
450 USD
Time Left
3d 2h
Online Close
2017-10-24 22:00:00.0  -  Bid Extension

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Item Description

Find your financial peace and harmony…

Begin to get your finances in balance and your life in harmony today. 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. and take advantage of this 1-hour complimentary consultation to take a look at your financial life. Named to 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. With a special focus on holistic financial planning, socially responsible investing and wealth management, Geri can help you navigate through it all to help you pursue the prosperous future you have always imagined. For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan.

For more information, visit www.pellwealthpartners.com

Special Instructions

Must Use By November 4, 2018

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