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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.
Baystate Financial is comprised of a team of over 325 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses.
Baystate Financial’s strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different.






Years in Business


Focused on You



Our ongoing commitment

It's difficult to predict if and when things may change, and even harder to keep up with frequently changing legislation and its implications. We provide ongoing advice and management of your strategy, including regular performance reporting, communication about investment markets and maintenance of your investment portfolio and insurance coverage.


Our door is always open

You can contact us at any time, particularly if things change. Our team is always available to talk with you.


Our people

Our advisors are fully qualified experts in personal insurance and financial strategies. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution.

Have a Question for Baystate Financial?  

We have been helping people secure their futures for more than 100 years. Our advisors have answers.

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Personal attention from experienced professionals.  Baystate Financial.

200 Clarendon Street, 19 & 25th Floors

Boston, MA 02116

Additional Locations
MA: Boston,  Holyoke, Marshfield, Osterville, South Dennis, Southborough, Wakefield, Wellesley

           CT:  West Hartford,  Westport• ME: Falmouth • VT: Colchester
NH: Exeter, Nashua • RI: Warwick, East Providence


© Copyright 2020 Baystate Financial.  All Rights Reserved.

We embrace diversity and do not discriminate on the basis of race, creed, sex, national or ethic origin, sexual orientation, gender identity, disability or family structure.

This content cannot be copied without express written consent of Baystate Financial.  Guidance. Insight. Results. is a registered trademark of Baystate Financial and may not be duplicated. Securities, investment advisory services and financial planning offered through qualified registered representatives of MML Investors Services, LLC  (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116;   Ph: 617-585-4500. Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.    Member FINRASIPC  CRN202301-276425