Meet Baystate Financial Services
Baystate’s team of financial services professionals are among the most highly respected in the industry. These individuals are available as a resource to work with you and your existing financial advisors to design and implement programs that are right for you. Baystate has the experience you need to develop a successful financial plan.
Estate & Business Planning
Herbert K. Daroff, J.D., CFP®
Richard J. Petrucci Jr. J.D., CPA, CFP®
Financial Planning
Caitlin DeSoye
Investments
Greg J. Pinto, MBA, CLU®, ChFC®, CFP®
Anthony J. Leonardo, CLU® , ChFC®
Life Insurance
Robert M. Piatelli
Retirement Planning
Steven M. Cunha, CFP®, CLU®
Disability Income Insurance
Jerald P. Facey, CFP®
Employee/Group Benefits
Edwin U. Bleiler
Annuities & Long Term Care Insurance
Mark R. McManus
Special Needs Planning
John F. Raycroft
