Services
Financial Planning Package
- Item Number
- 104
- Estimated Value
- 1500 USD
- Sold
- 90 USD to SnoopyJohnson
- Number of Bids
- 9 - Bid History
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 and a review of your legal documents by one of our attorneys. You will receive a written plan along with one year of our financial aggregation website, Personal Financial View. 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. Our team specializes in working with business professionals and the LGBT community. Visit our website at www.karen-melo.com for locations and additional details.
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.
At the close of The Barton Center Summer Fun On-line Auction, you may make arrangements to pick your item up in North Oxford, MA, by e-mailing us at events@bartoncenter.org. If not, your item(s) will be shipped to the winning bidder with the address you listed with BiddingForGood.com. All items will be shipped U.S. Priority Mail and will be added to the price of the winning bid at the close of this auction. Thank you for supporting The Barton Center for Diabetes Education, Inc.
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