2 Hour Financial Planning
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2 hour financial planning consultation with Certified Financial Planner, Marisa Rothstein, of Siena Private Wealth, LLC. You select the topics but common issues to address include: investment portfolio review; budgeting for retirement; savings plans for education; and planning for long term health care. Meeting can take place either by zoom or in person at Siena Private's office on West 50th St. Learn more about Siena Private Wealth at www.sienaprivate.com
Donated By Siena Private Wealth, LLC