Ashland Education Foundation, Inc. – 2020 AEFI Benefit
Auction Ends: Jun 20, 2020 08:00 PM EDT

Services

Retirement and Investment Analysis

Item Number
171
Estimated Value
1200 USD
Sold
100 USD to pm1b33e97
Number of Bids
1  -  Bid History

Item Description

Who says money management can't be easy and convenient? This financial analysis package is for two meetings (via web conferencing or in-person) 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 certificate must be redeemed with the above listed financial advisor and must be used within one year of 3/27/2020. The value may not be applied to any other product or service.  Please contact a Karen Melo Ticas directly at (401)432-8805 or kmeloticas@baystatefinancial.com to make an appointment.  You may also book an introductory call at http://bit.ly/pfg-introductory-call.

This offer is not available to current or past 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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Promoter

Advocate/Royal Flush

Supporter/Full House

Straight