Stock Investment Portfolio

Service Description

This service will offer professional guidance in understanding the different investment accounts and how they work, the differences between stocks, bonds, mutual funds and ETFs, and the tax implications of investing. The service is broken down into three parts: one-hour being dedicated to going over the investment accounts, one-hour dedicated to the investments, and the last one-hour going over different custodians, how to open an account, and start building your stock investment portfolio.