WCT Private Sale
Financial Consultation with Geri Pell
- Item Number
- 201
- Estimated Value
- 1200 USD
- Sold
- 110 USD to judykalvin
- Number of Bids
- 2 - Bid History
Item Description
Whether the economy is soaring (remember those days?) or stumbling, you always need solid financial advice. But who can you trust? You are in luck, because Woodlands temple member Geri Pell is a Certified Financial Planner who is ranked by Barron's as one of the top 100 financial advisors in New York. Geri is the CEO of Geri Pell & Associates and a Senior Financial Advisor of Ameriprise Financial. She will provide you with a two hour consultation to help you plan for long-term financial security, such as retirement or estate planning, or she can help you plan to save for your child's college education or upcoming bar or bat mitzvah.
Item Special Note
Appointment must be made at a mutually agreeable time for the winner and Ms. Pell.
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