David Tupper Email & Phone Number

Greater Boston Area

*Get the Personal Retirement Planning Advice You Need *I can help you get your retirement plan in order.Your goal is a financially secure and comfortable retirement. My goal is to get you there.I will take the time to get to know you and understand all the factors in your financial life. Then we'll design a personalized financial plan to help you achieve your goals.Financial Strategies for the Small Business Owner-We can help: manage expenses while managing risk by analyzing your current plans and expenses.-We can help you plan for retirement with a review of your current plan to be sure that it is the best for you.-We can help your employees do both by offering financial workshops .80% off employees would value more personalized benefits geared to theirindividual circumstances and age.** Source: 12th Annual US Employee Benefits Trends StudyPlease use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Greater Boston Area

I’m an established financial professional with more than 33 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families. As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry. Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.