Jake Previte Email & Phone Number

At our Baystate Financial, I center on financial planning with a extended focus in investment planning, advice in retirement and education planning, as well as tax and stock plan management. While maintaining a focal point on families and small business owners, I am here to assist all other inclusive needs for financial planning services. As Baystate prides themselves on integrity, work ethic, and providing our clients with considerable support for the ability to be confident in their decision making, I hold a personal responsibility in guiding my clients to success through building goal-oriented strategies and delivering insight for the life they envision. Outside of the office, I live on the South Shore with my wife and two kids, along with my golden retriever. I additionally volunteer as a Marshfield boy's lacrosse coach, and look forward to spending time outdoors and on the water when possible. I am licensed to sell insurance and securities in: Massachusetts, California, Pennsylvania, New York, New Jersey, Florida, Texas, Louisiana, New Hampshire, Washington D.C., Virginia . 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, 16Fl. Boston, MA 02210 781-319-1405.

Listed skills include Boat, Services, and Lobster.