Services
Financial Planning Package
- Item Number
- 195
- Estimated Value
- 900 USD
- Opening Bid
- 250 USD
Item Description
This Financial Planning Package includes: at least two meetings with a qualified financial planner, identification of your retirement income needs, analysis of investments and personalized portfolio recommendations, a review of your legal documents by one of our attorneys and a written plan with recommendations. We will gladly meet with local clients at any of our MA or RI offices or remotely via web/phone conferencing for clients throughout the United States. Visit our team's website at www.karen-melo.com for locations and additional details. Please contact us with any questions.
Item Special Note
This plan must be completed within one year and may not be exchanged for any other product or service. 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 formal 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. Office: 401 Wampanoag Trail, #100, East Providence, RI 02915. With offices throughout New England.
The Network/La Red has attempted to describe and catalog all items correctly, but all items are offered as is, where is. The bidder assumes all risks and hazards related to the auction and items/services obtained at the auction. Each bidder agrees to hold harmless from any liability arising there from the Network/La Red, its members and employees, the auctioneer(s), the auction company and its agents and employees, the event organizers, sponsors, and/or volunteers connected with the auction.
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