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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