Lowell TNR Coalition – Krazy Kat Korner 2017
Auction Ends: Apr 14, 2017 11:00 PM EDT

Services

Retirement & Investment Analysis

Item Number
183
Estimated Value
1500 USD
Opening Bid
200 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

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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