Zoo New England – A Wild Affair 2014
Auction Ends: Jun 19, 2014 08:59 PM EDT

Services

Financial Planning Package

Item Number
263
Estimated Value
1500 USD
Sold
110 USD to Live Event Bidder
Number of Bids
1  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding.

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.

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