Auction Ends: Jul 31, 2015 03:00 PM EDT

Services

Retirement & Investment Analysis

Item Number: 115

Estimated Value: 750 USD
Opening Bid: 50 USD

Item Description

Karen Melo, Financial Advisor and Financial Services Representative, provides a Retirement and Investment Review. This includes:
*Two meetings with a qualified financial planner
*Analysis of investments and personalized portfolio investment recommendations
*Access to your own account aggregation website, Personal Financial View, for one year

Donated by Karen Melo, CFP, ADPA

www.karen-melo.com

Item Special Note

*Not available to existing Baystate Financial clients
*Can meet in person at MA or RI offices, or via web conferencing

Generously donated by Karen Melo, Financial Advisor

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