AIDS Care Ocean State – Artbeat 2015
Auction Ends: Oct 20, 2015 04:00 PM EDT

Services

Retirement & Investmant Analysis with Karen Melo, CFP, ADPA

Item Number
166
Estimated Value
750 USD
Sold
100 USD to cabaretsing
Number of Bids
1  -  Bid History

Item Description

Karen Melo, CFP®, ADPASM
CERTIFIED FINANCIAL PLANNER™ Practitioner & Accredited Domestic Partner AdvisorSM
Registered Rep. & Financial Planner, New England Securities

Baystate Financial
401 Wampanoag Trail, Suite 100, East Providence, RI 02915
Office: 401-432-8805 ~ Cell: 508-728-4076
kmelo@baystatefinancial.com ~ www.karen-melo.com
Specializing in planning for business professionals, pre-retirees and LGBT families. 

Financial Planning Package includes:

  • A minimum of two meetings with qualified financial planner
  • Identification of your objectives, priorities, risk tolerance and retirement income needs.
  • Access to an account aggregation website
  • Persoanl Financial View, One Year
  • Analysis of investments and personalized portfolio recommendations

Item Special Note

Certificate must be redeemed with the listed financial planner and must be used within one year upon receiving. This offer is not available to existing Baystate Financial clients. Metropolitan Life Insurance Company New York, NY 10166 (MLIC) markets as Baystate Financial.