Faggio Financial LLC
Complimentary Consult - Are your investments "going according to plan?"
I will conduct a brief review of your investments, talk about your goals/concerns (retirement, education funding, etc.) and introduce you to the wealth management services offered through Bestgate Wealth Advisors.
Initial Consult - Review financial issues, pitfall detection and avoidence, attorney/mediator referral, more..
1 hour 30 minutes
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