Retirement & Investmant Analysis with Karen Melo, CFP, ADPA
Item Number: 121
Time Left: CLOSED
Value: $900
Online Close: Nov 1, 2016 10:00 PM EDT
Bid History: 0 bids
Description
Karen Melo, CFP®, ADPASM
CERTIFIED FINANCIAL PLANNER™ Practitioner & Accredited Domestic Partner AdvisorSM
Registered Rep. & Financial Planner, New England Securities
Baystate Financial
401 Wampanoag Trail, Suite 100, East Providence, RI 02915
Office: 401-432-8805 ~ Cell: 508-728-4076
kmelo@baystatefinancial.com ~ www.karen-melo.com
Specializing in planning for business professionals, pre-retirees and LGBT families.
Financial Planning Package includes:
- A minimum of two meetings with qualified financial planner
- Identification of your objectives, priorities, risk tolerance and retirement income needs.
- Access to an account aggregation website
- Persoanl Financial View, One Year
- Analysis of investments and personalized portfolio recommendations
Special Instructions
Certificate must be redeemed with the listed financial planner and must be used within one year upon receiving. This offer is not available to existing Baystate Financial clients. Metropolitan Life Insurance Company New York, NY 10166 (MLIC) markets as Baystate Financial.