Retirement and Investment Analysis
Item Number: 171
Time Left: CLOSED
Description
Who says money management can't be easy and convenient? This financial analysis package is for two meetings (via web conferencing or in-person) 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 certificate must be redeemed with the above listed financial advisor and must be used within one year of 3/27/2020. The value may not be applied to any other product or service. Please contact a Karen Melo Ticas directly at (401)432-8805 or kmeloticas@baystatefinancial.com to make an appointment. You may also book an introductory call at http://bit.ly/pfg-introductory-call.
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 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