Services
Retirement & Investment Analysis
- Item Number
- 115
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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