Since its founding in 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.
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I'll create strategies that are tailored to your needs and goals.
Years of experience have prepared me to guide you through your life transitions.
Trust. Honesty. Integrity. I believe values matter, and live by mine every day.