Services
Comprehensive Financial Planning from Lance Wexler at Nexus Wealth Advisors
- Item Number
- 139
- Estimated Value
- 5000 USD
- Sold
- 150 USD to sr9e305ce
- Number of Bids
- 1 - Bid History
Item Description
Get your financial house in order with this gift certificate for a comprehensive financial plan from Lance Wexler at Nexus Wealth Advisors: retirement and education planning, portfolio and asset allocation review, risk analysis review and estate and legacy planning.
www.NexusWealthAdvisors.com
*Offer is for local, Santa Cruz County residents only.*
*Expires 12/31/2019.*
Item Special Note
Pick-up of purchased items will occur at the Siltanen Parking Lot in Scotts Valley; dates will be communicated via email once the auction closes. Current USPS postal shipping rates will be charged to the credit card on file for any gift cards/certificates that need to be sent out of town. Shipping is NOT available for any items other than gift cards/certificates.
Donated By:
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