Roger Williams Park Zoo – Zoobilee 2018
Auction Ends: Jul 2, 2018 12:01 PM EDT

Services

Retirement and Investment Analysis

Item Number
409
Estimated Value
1500 USD
Opening Bid
500 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

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 healthcare providers, business professionals and the LGBTQ community.

Item Special Note

This item will be sent to winning bidder directly from donor Baystate Financial.

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. L0716471978

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