Services
Retirement and Investment Analysis
- Item Number
- 103
- Estimated Value
- 1500 USD
- Opening Bid
- 500 USD
Item Description
This Retirement and Investment Analysis (worth $1,500) includes:
ï¨ Two meetings with a qualified financial planner
ï¨ Identification of your retirement objectives, priorities and risk tolerance
ï¨ Analysis of investments with personalized portfolio recommendations
ï¨ Projections of retirement needs and resources, including expense and income analysis
ï¨ Meetings in person and/or digitally via email and conferences calls
Item Special Note
This plan must be completed within one year and may not be exchanged for any other product or service. This offer is not available to existing Baystate Financial clients. Securities products and investment advisory services are offered by New England Securities Corp., (NES)(member FINRA/SIPC), a registered investment advisor. Baystate Financial is not affiliated with New England Securities Corp. New England Securities does not provide formal tax or legal advice. Please consult your tax advisor or attorney for such guidance. Karen Melo is a registered representative and financial planner of NES. Office: 401 Wampanoag Trail, #100, East Providence, RI 02915. With offices throughout New England.
The Network/La Red has attempted to describe and catalog all items correctly, but all items are offered as is, where is. The bidder assumes all risks and hazards related to the auction and items/services obtained at the auction. Each bidder agrees to hold harmless from any liability arising there from the Network/La Red, its members and employees, the auctioneer(s), the auction company and its agents and employees, the event organizers, sponsors, and/or volunteers connected with the auction.
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