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biotech & baystate

For several years Luke has focused on working with executives and employees of Boston's growing biotech sector. Through working with these individuals, Luke noticed many commonalities: similar career trajectories, complex employer benefits, and a growing need for comprehensive financial planning. Whether you're just getting started and need assistance protecting your family and understanding the investment options in your 401(k), or whether you're an executive with unique stock grants, a large estate and tax planning concerns, Luke has the resources to help.  Baystate is one of New England's largest and oldest financial planning firms. Schedule a consultation today and find out why.