The Ellie Fund – "Best of the Best" Online Auction
Auction Ends: Mar 6, 2016 05:00 PM EST

Services

Retirement & Investment Analysis

Item Number
115
Estimated Value
900 USD
Opening Bid
150 USD  -  Item Has a Reserve

Item Description

Need reassurance that you're on the right track financially? Looking to build strategies for your future, reduce taxes and leave a legacy? This Retirement and Investment Analysis by Baystate Financial's Karen Melo includes:

  • Two meetings with qualified financial planner Karen Melo
  • Identification of your retirement objectives, priorities, risk tolerance and income needs
  • Analysis of investments with personalized portfolio recommendations
  • Access to your own account aggregation website, Personal Financial View, for one year

Item Special Note

Offer is not available to existing Baystate Financial clients. Will meet with clients at any Baystate Financial Massachusetts or Rhode Island offices or via web conferencing. Contact Karen Melo directly to make an appointment. Expires 2/28/17. 

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