About us

GUIDANCE. INSIGHT. RESULTS.

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.

From the beginning, a Baystate Financial Advisor becomes your personal guide and resource. In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position.

From there, we help identify a broad range of financial products and services to complement your personalized approach.

Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.

Baystate Financial advisers go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize your financial strategy is more than managing money, it’s providing the guidance, insight, results and service you need to secure your financial future.

How Can Baystate Help Me?

We aim to provide the best advice possible to each of our clients. Many of our Financial planners hold the CFP designation.

We also continue to update our knowledge, by ensuring we keep up to date with legal and professional training, keeping ourselves informed of industry innovation so that we can give you the best possible service.

The team at Baystate Financial has substantial experience of working with clients from across the financial spectrum.

At Baystate Financial, we also think it’s important to understand our clients, and for our clients to understand us.

We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you.

Why Baystate Financial?

We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to deliver professional and comprehensive Financial Planning.

Once we have implemented your personal financial plan, we will continue to develop our relationship with you. So much of Financial Planning is about mutual trust and respect, whether in the context of helping you invest for the future, protect your family or reduce taxes. We understand that the topics we discuss can be sensitive, and the questions we ask can be probing, but the motivation is to make sure we look after you. We believe in working in collaboration, but also appreciate that this sometimes takes time. Being part of your existing team, or building one around you, where you also need legal or complex tax advice, is important to us.

Our financial planners are highly qualified with many having acquired the designation of Certified Financial Planner ®. Whether building a financial plan with you from the start, or reviewing your existing arrangements, we can provide impartial advice to help guide you through the process.

*Financial Planning services are offered through approved planners of MML Services, LLC, Member SIPC.

**Any discussion of taxes is for general information only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.