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Personal attention from experienced professionals.  Baystate Financial.

200 Clarendon Street, 19 & 25th Floors

Boston, MA 02116

617-585-4500

baystatefinancial.com

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

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

© Copyright 2019 Baystate Financial.  All Rights Reserved.

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    CRN202101-240428

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
Managing Partner
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Michael
Yoken
Jim
Marlor
Greg
Meahl
Partner
Partner
Partner
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    Alan Roycroft

    617-585-4526
    aroycroft@baystatefinancial.com

     
    Chris McIntosh
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    Glenn Noland, ChFC, CLU
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    Bob Porack, CLU
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    Jennifer Shea, JD*, MBA
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    Herb Daroff, JD*, CFP, AEP
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    Bob Piatelli
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    Stephen Cunha,
    CFP®, C(k)P, AIF, CRPS®, CLU, CLTC               

    781-876-4113                                                 scunha@baystatefinancial.com     

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    Richard Petrucci, JD*, CPA*, CFP
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    Bryan Morrell
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    Abigale Hull Magruder
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    Mark McManus
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    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.

     

    617-585-4501
    dporter@baystatefinancial.com

    Mike began his career in the financial services industry in 1989 and joined Baystate as a Managing Associate in November of 1996.

    617-585-4509

    myoken@baystatefinancial.com

    Jim is responsible for the New England Financial Group, an office of

    Baystate Financial in West Hartford, CT.

     

    860-313-4837
    jmarlor@baystatefinancial.com

    * Licensed but not practicing.