Services
Financial Planning Package
- Item Number
- 187
- Estimated Value
- 1500 USD
- Opening Bid
- 250 USD
Item Description
This plan includes at least two meetings with a qualified financial planner, analysis of investments with personalized portfolio recommendations, a review of your estate documents by one of our attorneys and finally, a written plan with analysis and recommendations, delivered as a PDF. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web/phone conferencing. Please visit our team's website at www.karen-melo.com for additional details. Please bid generously!
Item Special Note
This plan must be completed within one year and may not be exchanged for any other product or service. You may work directly with Karen Melo, CFP or another Baystate financial planner depending on your individual needs and preferences. This offer is not available to existing Baystate Financial clients. Securities products and investment advisory services are offered by New England Securities Corp., (NES)(member FINRA/SIPC), a registered investment advisor. Baystate Financial is not affiliated with New England Securities Corp. New England Securities does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. Karen Melo is a registered representative and financial planner of NES. L0213304392[All States]
The winner of this item will receive an email with further instructions at the close of the auction, no shipping is necessary. All proceeds from this item will go to the creation of the children's village, including land purchase, construction, and the pilot house, unless otherwise specified.
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