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Financial Planning Session

$250 current bid
1 Bid
FMV: $500

Description of the Item:

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our gift is valid for one 2 hour private financial consultation with
Certified Financial Planner
Marisa Rothstein.
You select the issues we address.
Common topics include:
setting a savings goal; reviewing your investment portfolio allocation; planning for college expenses;
and analyzing insurance needs.
To schedule your gift consultation,
e-mail [email protected].

Donated By Siena Private Wealth