Services
Consultation with Barron's Top 100 Financial Advisors
- Item Number
- 203
- Estimated Value
- 2000 USD
- Opening Bid
- 650 USD
Item Description
Find your financial peace and harmony…
Enjoy a 2-hour virtual 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 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, or in-person depending on scheduling availability.
Must Use By October 29, 2025
Donated By:
Treehouse Shakers stores data...
Your support matters, so Treehouse Shakers would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Treehouse Shakers, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Treehouse Shakers will keep your personal data secure and Treehouse Shakers will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.