St. Mary High School – Holiday Season 2018
Auction Ends: Jan 14, 2019 11:00 AM EST

Services

2 Hour Financial Planning Session

Item Number
101
Estimated Value
750 USD
Sold
250 USD to acervenka
Number of Bids
1  -  Bid History

Item Description

A 2-hour financial planning consultation with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, college planning, maximizing stock options and managing inheritances for clients.

 

Item Special Note

Winner: Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the initial consultation.

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