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customer centric, full service financial planning


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.

Financial Planning Process

Financial Planning Process

Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each decision you make affects other areas of your finances. By viewing each financial decision as a part of a wider strategy, you can consider the short and longer-term effects on your goals.

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