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
Donated By:
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