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Individual Services

 

Investments
Insurance
Personal Finance
Estate Planning
Tax Planning
Retirement

Diana Greshtchuk provides a variety of individual services to clients. 

These services fall into the following categories:

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Accounting/Bookkeeping - this includes simple income tax returns, cash flow management, and household accounts receivable and payable

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Investment Advising/Financial Planning - this covers the 6 areas of financial planning as well as portfolio management and investment-related research

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Professional Services - this includes resume services, informal debt counseling, time management assistance/planning, and student tutoring/peer advising.

       


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Last modified: 06/16/03