Marissa Rothstein - 2 Hour Financial Planning Consultation


Item Number: 115

Time Left: CLOSED

Value: $550

Online Close: Mar 24, 2023 10:00 PM EDT

Bid History: 0 bids

Description

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 investmentportfolio allocation; planning for college expenses; and analyzing insurance needs. Congratulations ! You've received the gift of a private consultation with a Certified Financial Planner! To schedule your gift consultation, e-mail Marisa@sienaprivate.com or call 929-297-9965 www.sienaprivate.

Donated by

Siena Private Wealth