Retirement and Investment Analysis by Karen Melo, CFP, ADPA of BAYSTATE Financial
- Item Number
- Estimated Value
- $1,500 USD
- $95 USD to maria143
- Number of Bids
- 5 - Bid History
Who says money management can't be fun and convenient?
This financial analysis package is for two meetings (in person or remotely) with qualified financial planner, Karen Melo.
- Two meetings with Karen Melo, Financial Advisor
- Identification of retirement objectives, priorities and risk tolerance
- Analysis of investments with personalized portfolio recommendations
- Projections of retirement needs and resources, including expense and income analysis
- Meetings in persona and/or digitally via email and conference callsi
- This offer is not available to existing Baystate Financial clients
- We will gladly meet with clients in any of our Massachusetts or Rhode Island offices or via web conferencing.
- Winner must contact Karen Melo directly to book an appointment at 401-432-8805 or firstname.lastname@example.org
- Analysis must be completed within one year of the chairty event
- 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
Item Special Note
This offer is not available to existing Baystate Financial clients.
Certificate must be redeemed with Karen Melo, Financial Advisor before May 31, 2020.
Please contact Karen Melo at 401-432-8805 or email@example.com
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