Strategic Alliances

Baystate Financial

Since 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 325 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses. Baystate Financial's strategy is tailored to help fulfill their client's individual goals, with the understanding that every client's goals are different.

Learn more