Stadium Theatre – Auction for the Arts Gala 2015
Auction Ends: May 26, 2015 10:00 AM EDT

Services

Financial Analysis by Karen Melo, CFP, ADPA

Item Number
113
Estimated Value
500 USD
Sold
50 USD to dndtheriault
Number of Bids
1  -  Bid History

Item Description

This Retirement and Investment Analysis Package worth $500 includes:

* Two meetings with a qualified financial planner

* Identification of your retirement objectives, priorities, risk tolerance and income needs

*  Analysis of investments and personalized portfolio recommendations

*  Access to your own account aggregation website, Personal Financial View, for one year

Item Special Note

*This offer is not available to existing Baystate Financial clients