Financial Advisor Package from David J. Perrotto

Financial Advisor Package from David J. Perrotto

Opening Bid: $250
Value: priceless
Item #: 12
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They begin with an extensive discussion of your wants and needs over your life to create a long-term financial plan for you and your family. 

They guide your investments according to your time horizon, balancing risk and return in the most cost effective manor while creating tax advantages along the way.

They regularly review your overall progress to ensure we are catering to your individual situation and continue to work hard to respect and monitor your financial goals.