Our Firm

You're in good company. Baystate Financial has had relationships with people like you to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, sound investments, and innovative products and services.

I am proud to be a part of this great tradition and I am committed to delivering superior service and look forward to working for you.

Baystate is a premier, full service financial firm

  • Founded in 1901 Baystate is one of New England's oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.

  • Baystate's broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs.

Baystate offers comprehensive and coordinated service, not just products

  • Baystate provides a unique, top line client experience based on service. This qualitative approach enables Baystate representatives to develop comprehensive strategies and solutions and provide some of the best planning advice in the industry.
  • Baystate representatives utilize three important steps: a qualitative factfinding process that includes face to face consultations with clients tounderstand their needs and goals: an analysis of findings to develop acomprehensive and customized financial strategy and recommendations:and implementation with periodic meetings and monitoring to ensure that clients are achieving their financial goals.

Baystate embodies Integrity, Trust, Professionalism and Competency

  • Baystate is built on the principles of integrity, trust, professionalism and competency—values that make Baystate one of New England's most  respected and successful financial services firms.
  • Baystate and our team of associates, experienced financial professionals and advisors are committed to these principles and provide clients with the necessary  information and planning to help them achieve financial success and  stability.

 Baystate is a leader and innovator though our use of experienced financial professionals

  • Baystate has pioneered a new model for financial services firms built on a solid infrastructure of experienced financial professionals, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients.

Baystate has a strong work and corporate philanthropy culture

  • Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Baystate participates in a variety of events and activities and drives to help those in need.
  • Baystate Financial Charitable Foundation, through its mission of aiding children and children's charities, is committed to giving back to the community and will continue to grow and expand its philanthropic efforts.
  • Baystate has been named as one of the best places to work by the Boston Globe, Boston Business Journal and Providence Business News as well as one of America's fastest growing companies by Inc. Magazine.