Certified Financial Planner™
CurrentONE CENTURY. ONE FOCUS.The culture at Baystate is a simple one—we’re a customer centric, full service financial firm.Building strong client relationships is our focus. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.Baystate is now New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 17 offices located throughout New England and Florida. We specialize in financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.
