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1 Hour Financial Planning Consultation

The Investment Center of Oconomowoc, WI

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Payment Options
Seller Accepts Credit Cards

Payment Instructions
At the conclusion of bidding for this item, an invoice will be generated and the winning bidder's credit card on file will be charged. Your bid supports PBS Wisconsin. Thank you!
Shipping Options
USPS First Class Mail $1.00
Details
  • Donor Value $300
  • Donor Website www.investmentctr.com
  • Product ID 2021620
  • Expiration Date 1/31/2022

  • Item # 343407
  • Qty Available 8
Description

The Investment Center in Oconomowoc has donated one hour of financial planning. This session includes information concerning personal and/or business investments, insurance, retirement, and estate planning. The session can be made specific to the individual's personal situation. It is valued at $300.

The Investment Center is a privately owned company fully dedicated to the success of its advisors. They are large enough to deliver a robust set of services, yet small enough to structure the suite of offerings around the specific needs of your practice. There are no one-size-fits-all solutions here — just a team focused on making sure you have the full support you need every step of the way.

Regardless of the reason, you’ll always be able to pick up the phone and speak to a person. When you call you’re not just a number, you’re a valued client who has very specific needs. Their home office staff has the experience to understand and respond to those needs.

The Investment Center gives you exclusive access to a wide range of invaluable resources, grounded in one-on-one relationships with some of the industry’s most accomplished professionals.

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