Members of Baystate's Financial Planning department spent this morning volunteering at the Franklin Park Zoo for Spring cleanup! As a part of the zoo's initiative to restore their historic rock garden, the team worked together to clean the overgrown brush and vines for visitors to enjoy the garden this upcoming season. Nice work, team!
Baystate Financial
Financial Services
Boston, MA, USA 4,853 followers
Personal attention from experienced professionals. Baystate Financial
About us
120 YEARS. ONE FOCUS. Since we opened our doors in 1901, we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. “We believe that Baystate Financial's greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out,” David C. Porter, Managing Partner. Baystate is headquartered in Boston MA, and has 16 office locations throughout New England. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products. Learn more about Baystate Financial here: http://www.baystatefinancial.com/ Securities and investment advisory services through MMLIS member SIPC (www.sipc.org). Baystate Financial is not a subsidiary or affiliate of MMLIS, or its affiliated companies. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500
- Website
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http://www.baystatefinancial.com
External link for Baystate Financial
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Boston, MA, USA
- Type
- Privately Held
- Founded
- 1901
- Specialties
- Insurance, Financial Products, Financial Planning, Wealth Management, Annunities, Special Needs Planning, Life Insurance, Disability Insurance, Retirement Planning, Business Succession, Estate Planning, 401K, IRAs, and Wills / Trusts
Locations
Employees at Baystate Financial
Updates
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One week ago these Baystaters took to the streets to run the 128th Boston Marathon. To say we are impressed is an understatement. Congratulations to each of you on the fundraising that you accomplished and the 26.2 miles you completed! Hannah Trudeau for Youth Enrichment Services, Kurt Lovell II for Pedro Martínez Foundation, Nelson Ribeiro for Michael Carter Lisnow Respite Center, Drew Thibeault for BOSTON BRUINS CHARITABLE FOUNDATION INC, and Sean Tucker, FSCP ®for Beth Israel Lahey Health.
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Baystate associates have been busy this past week! Not only did we host our inaugural Pickleball Social, which raised nearly $5,000 for the Baystate Financial Charitable Foundation, but members of our Inclusion & Diversity Council represented Baystate at the Boston Business Journal's Race, Equity and Business event. Congratulations to our pickleball tournament winners, Duston and Jerry, and a special thank you to Ashley, Brittney and Joshua for continuing to make Baystate a better place by having necessary conversations around equality in the workplace!
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Baystate would like to thank Michele Beauchine Collins, JD and all of the clients who attended yesterday's estate planning webinars! Michele covered the five documents everybody needs to be aware of in their estate planning process, and it was clear that we all walked away with a valuable to-do list. A special thanks to David Grebber JD LLM LUTCF for hosting yesterday's sessions!
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What a smash hit! A huge shoutout to everyone who joined us for our inaugural Pickleball Social yesterday at Bosse Sports! With over 80 colleagues from various Baystate offices, we rallied together for thrilling matches and enthusiastic cheers. The competition was fierce till the very end, but we're thrilled to announce our champions: Jerry Facey from Boston and Dusty Ladieu from Wellesley! But the excitement didn't stop there! Amidst the laughter and friendly rivalry, we managed to raise nearly $5,000 for the Baystate Charitable Foundation! Thank you all for your participation and generosity - you made this event an incredible success! Let's keep the momentum going and continue making a positive impact together! #PickleballSocial #BaystateCommunity #MakingADifference
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What a fantastic way to kick off the Red Sox season! Excited to have attended the Boston Red Sox home opener game at Fenway Park in the MassMutual suite alongside our colleagues. It was an incredible opportunity to connect while enjoying America's favorite pastime and remembering #49 Tim Wakefield and past president Larry Lucchino. Huge thanks to MassMutual for hosting us in style! John Vaccaro Charles Gray Pat Pio, CLTC Brian Foley #RedSoxHomeOpener #BaystateFinancial
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Our webinar is just over a week away! https://lnkd.in/g7tFu2C If you or a family member are interested in learning more about Estate Planning, this is your opportunity. We will be covering the five basic documents that everyone needs to complete to have an Estate Plan. Register now for one of our two sessions using the link above.
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Many assume estate planning is only for the ultra-wealthy, but the truth is that it's essential for everyone who owns any assets. When someone passes away, every asset they own transitions to new hands. Estate planning ensures that your assets are distributed according to your wishes. If you’re interested in learning more, join us for a thought-provoking webinar where we’ll delve into the fundamental estate planning documents that everyone needs to secure their assets and protect their legacy. Register for one of our two workshops on Thursday, April 11th, offered at 12pm and 5:30pm. Sign up at https://lnkd.in/g7tFu2C
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