Services
Retirement and Investment Analysis
- Item Number
- 125
- Estimated Value
- 1500 USD
- Opening Bid
- 300 USD
Item Description
Who says money management can't be fun and convenient? This financial analysis package is for two meetings (in-person or remotely) with a qualified financial planner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team specializes in working with single women, business professionals and the LGBT community. We can complete this process in person and/or digitally via email and conference calls.
Item Special Note
This offer is not available to existing Baystate Financial clients. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116, 617-585-4500. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing. Winner must contact us directly to book an appointment.
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