Investments

Through our broker/dealer, Baystate Financial can provide a wealth of investment opportunities.

Our approach includes:

  • Reviewing your current financial circumstances
  • Analyzing your needs and objectives
  • Analyzing your risk tolerance and time horizon and coordinating to make suitable recommendations to help meet your financial goals

We then implement investment strategies designed to minimize taxes and reduce risk through various risk management techniques.

Our product solutions include:

  • Investment Advisory Portfolios
  • Wealth Management Services
  • Educational Savings Accounts
  • Retirement Accounts