As a financial advisor, Chris’ mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is highly trained and licensed to offer financial services to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Chris is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.Perry holds a Bachelor of Science degree in Business Management from Babson College. He holds the Series 6, 63 and 65 securities registrations in Maine, Massachusetts, and New Hampshire, as well as Life and Health Insurance Licenses in Massachusetts, New Hampshire, and Maine.Specialties: • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. • Tax Advantage Products - Looking for ways to reduce your current and future tax burden. • Risk management - Reviewing existing insurance policies, recommending policy changes when appropriate.
Listed skills include Retirement Planning, Investments, Risk Management, Life Insurance, and 11 others.