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Personal Financial Consult
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0Personal Financial Planning Consultation
Your 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.
Siena Private Wealth, LLC
350 West 50th St., Suite 22F, NY, NY 10019 www.sienaprivate.com
Donated By Siena Private Wealth, LLC