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

This Cash Flow and Insurance Analysis includes:

• Two meetings with a qualified financial planner


• Identification of your financial objectives, priorities and risk tolerance


• Analysis of your income, expenses and savings


• Analysis of insurnace coverage including life, disability and long term care


• Meetings in person and/or digitally via email and converence calls

Special Notes:  

• This offer is not available to existing Baystate Financial clients.


• 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 an appointment and analysis must be completed within one year of the chairty event.


• 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 02116 (617)585-4500