Services
Get Ready For Retirement!
- Item Number
- SS-108
- Estimated Value
- 1000 USD
- Opening Bid
- 100 USD
Item Description
Karen Melo, Certified Financial Planner, ADPA, gives you a retirement income and investment review which includes: 1) two meetings with a qualified financial planner, 2) Identification of your retirement objectives, priorities, risk tolerance and income needs, 3) Analysis of investments and personalized portfolio recommendations, 4) access to your own account website, Personal Financial view, for one year
Item Special Note
This offer is not available to existing Baystate Financial clients. Representatives do not provide formal tax or legal advice. Meetings can take place at any of their Massachusetts or Rhode Island offices or via web conferencing.
Ashland Education Foundation, Inc. stores data...
Your support matters, so Ashland Education Foundation, Inc. would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Ashland Education Foundation, Inc., we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Ashland Education Foundation, Inc. will keep your personal data secure and Ashland Education Foundation, Inc. will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.
O'Hara Chiropractic
CITTA Partnership - Helping mission-driven organizations fuel financially sustainable growth for greater social impact.
Valenti Cycling Art