SPECIAL OLYMPICS RHODE ISLAND INC – SORI Holiday Auction 2017
Auction Ends: Dec 10, 2017 10:00 PM EST

Services

Retirement and Investment Analysis

Item Number
366
Estimated Value
1500 USD
Sold
100 USD to ccf5e9029
Number of Bids
1  -  Bid History

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 digitally via email and conference calls.

Item Special Note

This offer is not available to existing Baystate Financial clients. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116, 617-585-4500. 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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