Services
$1,000 Investment Portfolio Review Gift Certificate
- Item Number
- 105
- Estimated Value
- 1000 USD
- Sold
- 120 USD to rb85e73a5
- Number of Bids
- 3 - Bid History
Item Description
This gift certificate includes investment advice for personal investment accounts such as IRAs, individual accounts and joint accounts. This gift certificate also includes advice on planned giving including how to donate appreciated stock and other assets to charity as well as how to establish and manage a donor-advised fund. The full face value of this gift certificate may be applied towards any services available from the Goff Financial Group, a fee-only Registered Investment Advisor and fiduciary.
Item Special Note
Exp: Two(2) years after event date
Donated By:
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