$99 for a Wealth Consultation & Online Portal Access at Endowment Wealth Management ($200 Value)

Appleton

$99
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Value Discount You Save
$200 51% $101
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Benjamin Franklin once remarked, "Time is money. Isn't that wise? Now, may I finally have my turn as president?" Get some sage advice with this Groupon.

The Deal

$99 for a wealth-management package ($200 value)

  • In-person, one-hour wealth consultation
  • Two years of access to an online wealth-management portal, including a smartphone app
  • Secure online document vault holds up to 10MB

  1. 1

    Appleton

    2200 N Richmond St

    Ste 200

    Appleton, Wisconsin 54911

    888-326-5570

    Get Directions

In a Nutshell

Investment advisers work to preserve and grow clients' wealth, portal integrates all financial information in one interactive place

The Fine Print

Expires 90 days after purchase. Limit 1 per person, may buy 1 additional as gift. Limit 1 per visit. Appointment required,subject to availability. 24-hr cancellation notice required. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.