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.
Donated By:
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