Jewish Community Center San Francisco – Star Gala Carnival 2012
Auction Ends: Mar 12, 2012 02:59 AM PDT

Services

Financial Planning from Embarcadero Financial Group

Item Number
132
Estimated Value
2500 USD
Sold
500 USD to Mystuff
Number of Bids
1  -  Bid History

Item Description

Embarcadero Financial Group (EFG) provides clients with a comprehensive offering of investment, insurance, and financial planning. Professionals and business owners rely on EFG to help them develop strategic solutions to meet their specific individualized needs. This package includes a comprehensive financial plan- retirement plan projections, portfolio review, education and life insurance planning. Process to include multiple meetings.

Must be initiated within one year. Services offered through Embarcadero Financial Group, Registered Investment Advisor.