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Personal Financial Planning

$25

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Use your gift consultation, up to 2 hours, with Marisa Rothstein, JD, CFP, to answer all your personal financial questions. 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. Congratulations ! You've received the gift of a private consultation with a Certified Financial Planner.

Donated By Siena Private Wealth