Services
TG Investing - Free Analysis of Your Investments $550 value
- Item Number
- 191
- Estimated Value
- 550 USD
- Sold
- 150 USD to cee4c5317
- Number of Bids
- 1 - Bid History
Item Description
This certificate is good for a free analysis of your investments, as well as financial planning, by Investment Advisors Steve Goldberg and Diana Archibald. They’ll analyze your portfolio and, based on your personal circumstances and risk tolerance, recommend changes that you can implement on your own—or with their help. Steve was senior fund writer at Kiplinger’s Personal Finance Magazine for more than 13 years, and he still writes frequently on investing. He’s been managing money for clients since 2006. Diana is a CPA. They normally charge $200 an hour for this kind of work.
Forest Knolls PTA stores data...
Your support matters, so Forest Knolls PTA would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Forest Knolls PTA, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Forest Knolls PTA will keep your personal data secure and Forest Knolls PTA 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.