Beacon Charter Schools – Beacon Charter Schools Gala 2017
Auction Ends: Oct 26, 2017 08:30 PM EDT

Services

Retirement and Investment Analysis

Item Number
125
Estimated Value
1500 USD
Opening Bid
100 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

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 single women, business professionals and the LGBT community. We can complete this process in person and/or through an online digital experience.

Item Special Note

This offer is not available to existing Baystate Financial clients. 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. 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.

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