Roger Williams Park Zoo – Zoobilee 2016
Auction Ends: Jun 27, 2016 12:00 PM EDT

Services

Retirement and Investment Analysis

Item Number
194
Estimated Value
900 USD
Opening Bid
100 USD

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.

 

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.

We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing. 

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