Who says money management can't be fun and convenient? This financial analysis package is for two meetings (in-person or remotely) with a qualified financial planner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team specializes in working with healthcare providers, business professionals and the LGBTQ community.

Special Note: This offer is not available to existing Baystate Financial clients.  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 and analysis must be completed within one year of the charity event for which this was donated.  Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc.