Services
Financial Planning Session with Daniel A. Antoniou, CFP @ Morgan Stanley
- Item Number
- 186
- Estimated Value
- 1000 USD
- Opening Bid
- 333 USD
Item Description
Financial Planning Session - including setting goals, financial projections, budgeting, investment discussion and draft of financial plan.
Please Note: If you are in the Boston, Metrowest area you can go to the Morgan Stanley office or Mr. Antoniou could meet you at your home, business or any other site.
If you live outside the Boston, Metrowest area it can be done over the phone.
Item Special Note
The winning bidder will be responsible for an additional charge of $4.00 for mailing insurance or it can be picked up at the 4-H office:
Massachusetts 4-H Foundation
1671 Worcester Road, Suite 403
Framingham, MA 01701
Donated By:
Daniel Antoniou, Trustee
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