Not many businesses can claim a history of over 118 years, let alone a history of continued growth. Our management team has invested a sincere interest and commitment to our clients and the community. It matters to us how well our customers succeed, and we strive to continue to offer personal attention and guidance along with quality products and services.
For over a century, we have provided insurance, investment strategies, estate planning, business succession, employee benefits, retirement funding and education funding strategies.
Today we have offices throughout the northeast and we have been repeatedly nominated as a Best Place to Work, outperforming firms of our size.
We feel our growth is a direct result of our commitment to meeting the needs of our customers and associates.
Baystate Financial Leadership & Industry Specialists
Our financial services representatives who are listed on this website combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Baystate Financial has a team of professionals who are respected in the industry. These individuals are available as a resource to work with you and your advisor to design and implement a financial strategy to help you achieve your financial goals. Whether you are a business owner, rising executive or retiree, Baystate Financial has the expertise you need to develop a strategy designed to help meet your needs.
David C. Porter
Herb Daroff, JD*, CFP, AEP
Since August of 1996, Dave Porter has been the owner and Managing Partner of Baystate Financial, one of
Massachusetts’ oldest and largest full services financial firms.
Mike began his career in the financial services industry in 1989 and joined Baystate as a Managing Associate in November of 1996.
Jim is responsible for the New England Financial Group, an office of
Baystate Financial in West Hartford, CT.
* Licensed but not practicing.