$82.80 for a Wealth Consultation & Online Portal Access at Endowment Wealth Management ($200 Value)

September 12, 2018 to January 17, 2043

Get this Deal

Categories

Personal services

Neighborhoods

Central (Appleton)
Downtown (Appleton)
Erb Park (Appleton)
Huntley (Appleton)

Limit 1 per person, may buy 1 additional as gift. Limit 1 per visit. Appointment required,subject to availability. 24-hr cancellation notice required.

Investment advisers work to preserve and grow clients’ wealth, portal integrates all financial information in one interactive place

The Deal

$82.80 for a wealth-management package ($200 value)

• In-person, one-hour wealth consultation
• Two years of access to an online wealth-management portal, including a smartphone app
• Secure online document vault holds up to 10MB