Services
ProAdvice Financial Plan - New England Securities Corp. Value $1,500
- Item Number
- 110
- Estimated Value
- 1500 USD
- Opening Bid
- 450 USD
Item Description
This Financial Planning Package (worth $1,500) includes:
- A minimum of two meetings with a qualified financial planner
- Identification of your objectives, priorities, risk tolerance and retirement income needs
-Analysis of investments and personalized portfolio recommendations
-A review of your legal documents and estate planning needs by one of Baystate Financial's attorneys
-A written plan with analysis and recommendations, delivered as a PDF.
Item Special Note
Certificate must be redeemed by June 1, 2015. The value may not be applied to any other product or service Please contact the planner directly at (401) 432-8826 to make an appointment.
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