Services
Cash Flow & Insurance Analysis
- Item Number
- 186
- Estimated Value
- 900 USD
- Sold
- 100 USD to bl740b133
- 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 financial objectives, risk profile, income and expenses, as well as an analysis of insurance coverage, including life, disability and long-term care.
Item Special Note
This offer is not available to existing Baystate Financial clients.
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 and analysis must be completed within one year of the charity event for which this was donated.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116, 617-585-4500. CRN201901-224090
Donated By:
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