Foundation for Belmont Education – FBE 2016 - 17th Annual Spring Fundraiser
Auction Ends: Mar 28, 2016 10:00 PM EDT

Services

Retirement and Investment Analysis

Item Number
1265
Estimated Value
900 USD
Sold
100 USD to sm86c251c
Number of Bids
1  -  Bid History

Item Description

This financial analysis includes two meetings with a qualified financial planner, identification of retirement objectives and personalized investment portfolio recommendations. You will also receive access to an account aggregation website, Personal Financial View, for one year. Our team specializes in working with business professionals and the LGBT community.

Visit our website at www.karen-melo.com for locations and additional details.

Item Special Note

This offer is not available to existing Baystate Financial clients.

Metropolitan Life Insurance Company New York, NY 10166 (MLIC) markets as Baystate Financial. Securities products and investment advisory services are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment adviser. MLIC & MSI are MetLife companies. MetLife and its representatives do not provide formal tax or legal advice.

Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing.

Tel.: (401) 432-8805. Email: kmelo@baystatefinancial.com.

Winner must contact us directly to book an appointment. (L0116452676)

Note: Winning bidder will forward 'winning bidder email' to Baystate Financial to coordinate the first appointment.

Donated By:

We would like to thank our sponsors....

Investor in Education