Retirement and Investment Analysis
Item Number: 293
Time Left: CLOSED
Value: $1,500
Online Close: Mar 24, 2019 10:00 PM EDT
Bid History: 0 bids
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 specializes in 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.
Winning bidder will be given contact information and must contact Baystate Financial directly to book an appointment. Analysis must be completed within one year of the charity event for which this was donated. Offer expires 3/15/2020.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC.
Primary office: 501 Wampanoag Trail, #200, E. Providence, RI 02915.
Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116, 617-585-4500. L0716471978