Services
Consultation for financial advice.
- Item Number
- 461
- Estimated Value
- 1000 USD
- Opening Bid
- 150 USD
Item Description
A financial advisement consultation with an independent wealth and investment management firm. During the consultation we will review your current financial situation, prioritize your financial goals and customize a financial strategy to suit your needs. The advisor focuses on college planning, retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Donated By:
Eric Schulkin
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