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FINANCIAL_SERVICESAPPROVED

swedesboro-woolwich-school-district-meeting-minutes-2023-01-04_b89.pdf

Financial Advisory Services Approved for Phoenix Advisors

Swedesboro-Woolwich School DistrictPHOENIX ADVISORS FINANCIAL GROUP LLCJanuary 4, 2023

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The board appointed Phoenix Advisors Financial Group, LLC to provide financial advisory services during the 2022–2023 school year. This includes guidance on investments and bond matters.

Contract Details

Vendor

PHOENIX ADVISORS FINANCIAL GROUP LLC

Agency

Swedesboro-Woolwich School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

January 4, 2023

Contract Term

2022–2023 school year

Renewal Date

2023-06-30

Renewal Info

Annual professional service, subject to renewal.

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