$119 for Two Financial Consulting Visits at Core-X Wealth Management, LLC ($400 Value)


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Value Discount You Save
$400 70% $281
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In a Nutshell

Former Branch Managers from Fidelity Investments and Charles Schwab share their hard-won expertise with clients

The Fine Print

Promotional value expires 90 days after purchase. Amount paid never expires. Appointment required, same day appointments accepted. Limit 1 per person, may buy 1 additional as gift. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

The Deal

  • $119 for two visits for financial consulting ($400 value)

Core-X Wealth Management, LLC

Most Popular Service: Financial Planning and Investment Management
Reservations/Appointments: Required
Pro Tip: On track for retirement? Bring financial statements. Let us review them and give an unbiased second opinion.

Merchant Location Map
  1. 1


    900 Walt Whitman Road, Suite 208

    Melville, NY 11747


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