Retirement and Investment Analysis
Item Number: 194
Time Left: CLOSED
Value: $900
Online Close: Jun 27, 2016 12:00 PM EDT
Bid History: 0 bids
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.
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.
We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing.