Personalized Comprehensive Financial Plan
Item Number: 169
Time Left: CLOSED
Description
Who says money management can't be easy and convenient? This financial analysis package includes the creation of a personalized comprehensive financial plan, two meetings (in-person or remotely) and unlimited access via phone and email for one year with a qualified financial planner.
Special Instructions
This certificate must be redeemed with Ashley Woods, E3 financial advisor and must be used within one year of 3/27/2020. Please contact Ashley Woods directly at 781.343.8012 or ashley@e-3-fp.com to make an appointment.
Winner must contact us directly to book an appointment and analysis must be completed within one year of the charity event for which this was donated. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance Products and Services offered through CES Insurance Agency.