Kareen Blake Email & Phone Number

I've been in the financial services industry for over ten years. I joined Strategic Financial Partners in February 2000 which has now merged with Baystate Financial. I enjoy working with my clients and helping them meet their future financial goals. I believe that I'm my clients advocate to achieve financial success! Gaining the trust and respect of over a hundred clients, is very humbling for me.I received a Bachelor of Science degree in Accounting from Pennsylvania State University. I also completed Boston University's financial program, and I continue to participate in advance courses on estate, tax, investments, and risk management.My public speaking events have included corporate seminars, college seminars, and community roundtable events.I live in the South Shore with my husband and two children. With the help of my husband and family, my biggest accomplishment is being a mother to my two children. In my spare time, I enjoy zumba classes, canoeing, and watching the New England Patriots.

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  Financial Planner

  Baystate Financial Services

  2000 - Present

  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… Show more 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,RI,NY,NJ, and DC. I am licensed to sell securities in: [MA,RI,FL,NH,NJ, and NY) where securities licensed]. 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: 1Marina Park Drive, Boston, MA 02116 617-585-4500 Show less

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  Penn State University

  Accounting