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.
$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.