Services
Oppenheimer & Company Consultation
- Item Number
- 213
- Estimated Value
- 1000 USD
- Opening Bid
- 333 USD
Item Description
Meet with licensed financial planner Eric Schulkin for a consultation with the wealth management firm of Oppenheimer & Company.
This item is a financial advisement consultation with an independent management firm in San Francisco, including a review of your financial situation, financial goals and priorities. A customized strategy will be suggested with a focus on college and retirement planning, maximizing equity compensation and assessment of inheritances.
San Francisco Boys Chorus stores data...
Your support matters, so San Francisco Boys Chorus would like to use your information to keep in touch about things that may matter to you. If you choose to hear from San Francisco Boys Chorus, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so San Francisco Boys Chorus will keep your personal data secure and San Francisco Boys Chorus 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.