Who says money management can't be fun and convenient?

This financial analysis package is for two meetings (in person or remotely) with qualified financial planner, Karen Melo, a Five Star Wealth Manager, 2015, 2016, 2017.

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 through an online digital experience.

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

We will gladly meet with clients in any of our Massachusetts or Rhode Island offices or via web conferencing.

Winner must contact Karen Melo directly to book appointment.