Services
Investment Portfolio Review, Social Concerns Screening, and Financial Planning
- Item Number
- 255
- Estimated Value
- 300 USD
- Opening Bid
- 100 USD
Item Description
Investment Portfolio Review and Social Concerns Screening w/ Financial Planning Consultation & Set of 4 Energy Posters.
The service will be in person either at their Wellesley or Boston offices or at another public location if desired.
It is an evaluation of finances and evaluating portfolios for social and environmental factors.
The posters are 2 by 3 feet.
Item Special Note
The winning bidder will be connected directly with Porgressive Asset Management to fulfill this service, and receive the posters.
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