Services
Raymond James Financial Plan
- Item Number
- 524
- Estimated Value
- 3000 USD
- Opening Bid
- 200 USD
Item Description
You are bidding on a written financial plan, which will address your retirement goals, expenses, objectives, and estate planning needs. This plan will be created by Julie Alexander, AAMS, of Raymond James, Morgan Alexander Planning Group. The plan will include an initial meeting, analysis by the firm and ultimately a presentation of a written, comprehensive road map.
Donated by Julie M. Alexander, AAMS®, Associate Vice President, Investments Private Client Group.
Item Special Note
City Nights online auction takes all major credit cards. You must register with a credit card. No checks. The winning bidder is responsible for all shipping costs. Shipping will be handled by either USPS, UPS or FedEx. Delivery signature will be required.
*please make sure credit card information is current i.e. exp. date. Inaccurate information wil automatically reward next top bidder.
Donated By:
Raymond James
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