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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. W... Read more
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. W... Read more
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.
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.
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.
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