Michael DePaolo

Client Onboarding/Implementation Meeting

In this initial onboarding meeting, we will review your goals, objectives, and the information collected in previous meetings to design your personalized investment plan. We look forward to meeting with you soon! *Would like to meet in-person? Please call our office to schedule a meeting!

1 hour
Michael DePaolo

Client Onboarding/Implementation Meeting

In this initial onboarding meeting, we will review your goals, objectives, and the information collected in previous meetings to design your personalized investment plan. We look forward to meeting with you soon! *Would like to meet in-person? Please call our office to schedule a meeting!

1 hour
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker- dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. NettWorth financial Group is a marketing name used by independent financial advisors. Your Company and/or representative Union does not sponsor or endorse NettWorth. NettWorth Financial Group and Cambridge are not affiliated or employed by your Company and/or representative union. NettWorth Financial Group and Cambridge are not affiliated.

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