Financial Consultation with Geri Pell


Item Number: 150

Time Left: CLOSED

Online Close: Nov 17, 2010 11:00 PM EST

Bid History: 1 bid - Item Sold!

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.

Special Instructions

Appointment must be made at a mutually agreeable time for the winner and Ms. Pell.


This item has a retail value of $1,200.

Donated by

Geri Pell