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117 YEARS. ONE FOCUS. Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. 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 financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead.Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 600 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.I am licensed to sell insurance in MA, NH, NY & RI. I am licensed to sell securities in MA, NH, NY & RI. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500
Lacroix Wealth Management Group
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Founder PresidentLacroix Wealth Management Group Apr 2020 - PresentGreater BostonFor those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
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Financial AdvisorBaystate Financial Jan 2018 - Apr 2020Greater Boston AreaI’m an established financial professional with more than 9 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. -
Financial Services ProfessionalNylife Securities Llc Apr 2009 - Jan 2018Andover, Ma -
Business Analyst ContractorAkamai Technologies Sep 2006 - Jul 2007 -
Project ManagerFidelity Investments Jul 2005 - Jul 2006Project Manager in support of the Capital Markets group -
Disaster Recovery SpecialistUnited Natural Foods Aug 2004 - Aug 2005 -
Financial Services ProfessionalGuardian Life Dec 2002 - Jul 2005Wakefield, Ma -
Whoc ManagerBbn Planet 1997 - 2000
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Whoc ManagerBbn Planet 1997 - 2000
John Lacroix Skills
John Lacroix Education Details
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Finance And Business
Frequently Asked Questions about John Lacroix
What company does John Lacroix work for?
John Lacroix works for Lacroix Wealth Management Group
What is John Lacroix's role at the current company?
John Lacroix's current role is Founder President LaCroix Wealth Management Group.
What is John Lacroix's email address?
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What is John Lacroix's direct phone number?
John Lacroix's direct phone number is +178177*****
What schools did John Lacroix attend?
John Lacroix attended D'amore-Mckim School Of Business At Northeastern University.
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John Lacroix has interest in Teaching, Kids, Cooking, Exercise, Investing, Electronics, Traveling, Home Improvement, Reading, Crafts.
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John Lacroix has skills like Public Speaking, Teaching, Educational Leadership, Research, Curriculum Development, Licensed Life Insurance Agent, 401k Rollovers, Annuity Sales, Retirement Planning, Estate Planning, Asset Protection, Key Person Insurance.
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