Services
Financial Advisement Consultation
- Item Number
- 228
- Estimated Value
- 1000 USD
- Opening Bid
- 334 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. Eric focuses on college planning, retirement planning, maximizing equity compensation and overseeing inheritances for clients.
Donated By:
PARENTS CLUB WEST PORTAL SCHOOL stores data...
Your support matters, so PARENTS CLUB WEST PORTAL SCHOOL would like to use your information to keep in touch about things that may matter to you. If you choose to hear from PARENTS CLUB WEST PORTAL SCHOOL, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so PARENTS CLUB WEST PORTAL SCHOOL will keep your personal data secure and PARENTS CLUB WEST PORTAL SCHOOL will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.