Financial Portfolio Review/Advice

Seller: Roseann Bunshaft

Contact: Roseann Bunshaft

Location:

In Categories: Business Management Services Financial Advisor

I normally charge $200.00 for a consultation. I have over 20+ years in financial services, 15 of which I was a financial advisor. In one session, I will review your portfolio, ask pertinent questions, and help you determine if you and your broker are a good fit..  Whether you have an IRA or a large investment account, I can give you piece of mind about your current broker. I AM NOT LOOKING AT MANAGING YOUR ACCOUNT. Please allow me to give you my advice concerning your financial questions.