Our Firm

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, employee benefits, business and estate planning, and retirement and special needs planning. We also offer a variety of risk management and investment products, including life, health and disability insurance and long-term care, mutual funds, annuities and IRAs.

Baystate is a leader and an innovator through our use of specialists. Baystate has pioneered a new model for financial firms built on a solid infrastructure of specialists, who share their experience on a wide range of financial issues so that advisors can provide the best solutions to clients.  Baystate offers comprehensive and coordinated service, not just products.  This qualitative approach enables Baystate advisors to develop comprehensive strategies and solutions and provide some of the best planning advice in the industry. 

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. Our foundation, 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 Journal as well as one of America’s fastest growing companies by Inc. Magazine.

Our Key Differentiators

  • Independence
  • Experience
  • Objectivity
  • Transparency
  • Comprehensive Wealth Management
  • Objective Advice
  • Due Diligence
  • Responsible Investing
  • Clear Direction 
  • Ongoing Communication
  • Personalized Reporting
  • Security

Click here to go to the Baystate Financial website for more information on the firm. 

*Baystate Financial is one of the largest and oldest (over 100 years) privately owned financial services firms operating 17 offices in New England.