EAST BAY COMMUNITY ACTION PROGRAM – 15th Annual Seaside Gala
Auction Ends: Jun 7, 2018 08:30 PM EDT

Services

Cash Flow & Insurance Analysis

Item Number
216
Estimated Value
1500 USD
Opening Bid
100 USD

Item Description

Item Closing Early

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. Our team specializes in working with healthcare providers, business professionals and the LGBTQ community.

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:

We would like to thank our sponsors....

Leading Corporate Sponsor

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