Financial Services Representative, Financial Planner
CurrentBaystate Financial is a financial services firm that offers, investments and investment management services. We also provide guidance on and implementation of group, executive benefits and corporate sponsored retirement plans; life, disability Income and long-term care insurance; and strategies for estate and charitable planning.Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth… Show more Baystate Financial is a financial services firm that offers, investments and investment management services. We also provide guidance on and implementation of group, executive benefits and corporate sponsored retirement plans; life, disability Income and long-term care insurance; and strategies for estate and charitable planning.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 knowing they have made informed and appropriate decisions that make sense of the complex financial lives they tend to lead.I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive | 16th Floor | Boston, MA 02210 Show less
