Professional Services
Consultation with Wealth Manager
- Item Number
- 350
- Estimated Value
- 750 USD
- Sold
- 120 USD to rck1
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to CONGREGATION BETH SHALOM (tax ID 586134936) on behalf of the winner.
- Number of Bids
- 3 - Bid History
Item Description
One Hour Wealth Management Consultation with Five Star Wealth Manager, Laura Schilling, CFP, CSA, JD, CPA, CFF.
Client chooses what the consultation topic(s) will include (insurance, investments, estate planning, 401K and anything else financial they wish to discuss).
https://www.financialinnovations.biz/
Donated By:
Financial Innovations LLC
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