Joe Crowley Financial Consulting Sessions
Tuesday, December 10, 2013
8:00 AM - 5:00 PM
Lone Mountain Main 260 - One Stop Conference Room
Events and Lectures
Joe Crowley, Personal Financial Consultant
FREE one hour appointments are available once per year to benefits eligible faculty and staff.
A message will posted on the USFconnect Message Board within two weeks of each of Mr. Crowley's visits inviting you to schedule an appointment with him.
To schedule an appointment after the announcement, please call Mr. Crowley's Performance Link office at (408) 246-0246. Leave a message with your name, phone number and preferred appointment time. You will receive a confirmation call from his office.
Please bring copies of any/all of the following documents:
- most recent tax return
- mortgage or property information/documents
- homeowners or personal property insurance policy
- recent statement from any brokerage account most
- most recent TIAA/CREF, Fidelity or VALIC Statements
- last payroll stub
- you may also bring one person with you to your appointment