Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 350 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses.
Baystate Financial’s strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different.
At Baystate, you will find that we are committed to each of our client's individual financial success. We assist people in assessing their financial goals and objectives, and educate them so they are empowered to make the decisions that will best suit them moving forward.
Throughout the course of our relationship, we provide unparalleled levels of personal support through:
•Face-to-face confidential consultations
•Customized analysis and design
•Periodic monitoring of our continued progress toward achieving your goals
For 110 years Baystate has developed and maintained long term continual relationships with our clients to help them reach their maximum financial potential.
Let us help you develop a strategy for your financial future.
Member Since: 2012