Forest Knolls PTA – Forest Knolls Elementary School PTA Auction 2020
Auction Ends: Mar 27, 2020 10:00 PM EDT

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.