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In-person Introductory Meeting

  • 1 hour
  • One-Up Financial

Service Description

To make the most of your introductory meeting with One-Up Financial, please provide the following information: 1. What prompted the search for a financial advisor? 2. Have you worked with a financial advisor before? 3. What is the amount of investments you're looking to have professionally managed? 4. How did you hear about us?

Contact Details

  • 1001 State Street, Erie, PA, USA

    814-873-1187

    eric@oneupfinancial.com

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