Roger Williams Park Zoo – Zoobilee 2017
Auction Ends: Jun 26, 2017 12:01 PM EDT

Services

Retirement & Investment Analysis

Item Number
367
Estimated Value
1500 USD
Sold
110 USD to frcf894c4
Number of Bids
2  -  Bid History

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.

Our team specializes in working with business professionals and the LGBT community. Visit our website at www.karen-melo.com for locations and additional details.

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.

Donated By: