Ken Steele, Clu, Chfc,Casl Cfp® Email & Phone Number

I am an established financial professional with over 40 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate Financial we provide a full spectrum of financial advisory services including retirement planning, estate conversation and protection planning for my established clientele of professionals, entrepreneurs and multi generational families.As a client-centric advisor, I strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions to give my clients and their families a lasting voice.I believe in continuing education and regularly attend new solution training to stay on the cutting edge of the financial services industry.Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.I am licensed to sell insurance in: ME, NH, MA, RI, CT, NY, NJ, PA,MD, NC, GA, FL, TX, IL, MO and securities in: ME, NH, MA, RI, CT, NY, NJ, PA, MD, NC, FL, TX, IL, VT, TN, VA. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor, Boston, MA 02210 (617-585-4500).

Listed skills include Comprehensive Financial Planning, Investments, Retirement Planning, Life And Disability Income Insurance, and 1 others.

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  Senior Financial Planner

  Baystate Financial

  1975 - Present - Wakefield, Ma

  Let’s face it, life comes at you fast. Getting married, having a child, buying a home, starting a new job or small business, retiring, or as chilling as it may be, losing a partner or loved one. You may be able to plan for some aspects of life, while other aspects are going to happen whether you are prepared for it or not. With some strategic direction, you and your spouse can be prepared for the unexpected.They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, I believe that it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.My goal: Comprehensive Financial Planning using a holistic approach to focus on the accumulation, distribution and protection needs of my clients.