Services
Baystate Financial Services - Priceless Financial Planning Package
- Item Number
- 218
- Estimated Value
- 1500 USD
- Sold
- 300 USD to Trish122
- Number of Bids
- 1 - Bid History
Item Description
High bidder will receive a Financial Planning Package from Baystate Financial Services valued at $1,500!
Baystate Financial Services, LLC is one of New England’s oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, their organization has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs.
At Baystate Financial Services, you will find that we are committed to each client’s individual financial success. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals.
Your package will include:
- Identification of your objectives, priorities, risk tolerance and retirement income needs
- A review of your legal documents and estate planning needs by one of our attorneys
- A minimum of two face-to-face meetings with a qualified financial planner
- A comprehensive written plan with analysis and recommendations, delivered as a PDF
- A Personal Financial View website for one year, to help you get organized
Item Special Note
The financial planning package must be completed by March 1, 2014 and can not be exchanged for any other product or service of the firm.
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