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- Baystate Financial, LLC
Baystate Financial, LLC
Baystate Financial's team of financial professionals and support staff, build financial plans and personal wealth management programs for a wide variety of businesses and individuals. Founded in 1901 Baystate Financial 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.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Visit our website for additional disclosure and licensing information. CRN202602-3784188
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.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Visit our website for additional disclosure and licensing information. CRN202602-3784188
Purpose
Baystate Financial professionals go to great lengths to deliver the personalized attention and accessibility our clients have come to expect.
Vision
Building strong client relationships is the focus of Baystate Financial. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.
Mission
We are committed to helping clients build and preserve wealth. We take a holistic, comprehensive wealth management approach when working towards improving the financial well-being of our clients. Our firm provides a high level of service by developing, implementing, and monitoring each client’s individual strategy.
Additional Culture Details
We believe a great corporate culture brings better client service. Baystate Financial has a strong culture that is integral to its success. Most importantly the company balances hard work with making people happy. By mixing business with pleasure we have created high employee retention.
Values
- TRUST
Recent Awards
2024
2023
2019
2017