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.

Package includes:

• Two meetings with Karen Melo, Financial Advisor


• Identification of retirement objectives, priorities and risk tolerance


• Analysis of investments with personalized portfolio recommendations


• Projections of retirement needs and resources, including expense and income analysis


• Meetings in persona and/or digitally via email and conference callsi

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 at 401-432-8805 or kmelo@baystatefinancial.com


• 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