Services
Retirement and Investment Analysis
- Item Number
- 271
- Estimated Value
- 900 USD
- Opening Bid
- 300 USD
Item Description
Who says money management can't be fun and convenient? This financial analysis package is for two meetings (in-person or remotely) with a qualified financial planner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team specializes in working with single women, business professionals and the LGBT community. We can complete this process in person and/or through an online digital experience.
Please Note: The first meeting must happen within a year. Then the winning bidder must complete the two meetings in a reasonable amount of time, generally within 2 months. This is not meant to be spread out over a year.
Can meet with clients in person at their Rhode Island or Wellesley, MA offices. Other meetings will have to be done via web conferencing, calls and emails.
Item Special Note
This offer is not available to existing Baystate Financial clients. Securities and investment advisory services offered through qualified registered representatives of MSI Financial Services, Inc. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. 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. Winner must contact us directly to book an appointment.
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