Retirement & Investment Analysis
Item Number: 367
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. Securities and investment advisory services offered through qualified registered representatives of MSI Financial Services, Inc. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. 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. Winner must contact us directly to book an appointment.