TREEHOUSE SHAKERS INC – Treehouse Shakers' Support the Arts Auction
Auction Ends: Nov 5, 2020 10:00 PM EST

Services

Consultation with Barron's Top 100 Female Advisor

Item Number
194
Estimated Value
1200 USD
Opening Bid
500 USD

Item Description

Find your financial peace and harmony…

Enjoy a virual conference with Geri Pell, CFP®, MBA, CDFA®, Private Wealth Advisor and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. and take advantage of this 1-hour complimentary consultation to take a look at your financial life. Named to Barron’s list of Top 100 Women Financial Advisors for the past 12 years, Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments. With a special focus on holistic financial planning, socially responsible investing and wealth management, Geri can help you navigate through it all to help you pursue the prosperous future you have always imagined. For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan. 


For more information, visit www.pellwealthpartners.com

Item Special Note

Conference to take place Virtually.


Must Use By November 5, 2021

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