Retirement and Investment Analysis
Item Number: 189
Time Left: CLOSED
Description
Who says money management can't be easy 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 focuses on working with healthcare providers, business professionals and the LGBTQ community.
Special Instructions
- This offer is not available to current or past 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, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas. All rights reserved. CRN202103-245102