Retirement and Investment Analysis
Item Number: 1265
Time Left: CLOSED
Description
This financial analysis includes two meetings with a qualified financial planner, identification of retirement objectives and personalized investment portfolio recommendations. You will also receive access to an account aggregation website, Personal Financial View, for one year. Our team specializes in working with business professionals and the LGBT community.
Visit our website at www.karen-melo.com for locations and additional details.
Special Instructions
This offer is not available to existing Baystate Financial clients.
Metropolitan Life Insurance Company New York, NY 10166 (MLIC) markets as Baystate Financial. Securities products and investment advisory services are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment adviser. MLIC & MSI are MetLife companies. MetLife and its representatives do not provide formal tax or legal advice.
Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing.
Tel.: (401) 432-8805. Email: kmelo@baystatefinancial.com.
Winner must contact us directly to book an appointment. (L0116452676)
Note: Winning bidder will forward 'winning bidder email' to Baystate Financial to coordinate the first appointment.