Services
Retirement-focused Financial Plan
- Item Number
- 711
- Estimated Value
- 750 USD
- Opening Bid
- 250 USD
Item Description
This Retirement-focused Financial Plan includes at least two meetings with a qualified financial planner, cash flow analysis, identification of retirement income needs and personalized investment portfolio recommendations. You will receive a written plan delivered via PDF. 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. 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. L0214362856
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