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

 

617-585-4501
dporter@baystatefinancial.com

  • Grey LinkedIn Icon
Michael
Yoken
Partner
  • Grey LinkedIn Icon
Greg
Meahl
Partner
  • Grey LinkedIn Icon
 
    Alan Roycroft

    617-585-4526
    aroycroft@baystatefinancial.com

    Jim Marlor
    Bob Porack, CLU
    • Grey LinkedIn Icon
    Herb Daroff, JD*, CFP, AEP
    • Grey LinkedIn Icon
    Jennifer Shea, JD*, MBA
    • Grey LinkedIn Icon
    Bob Piatelli
    • Grey LinkedIn Icon
    Bryan Morrell
    • Grey LinkedIn Icon
    Abigale Hull Magruder
    • Grey LinkedIn Icon
    Glenn Noland, ChFC, CLU
    • Grey LinkedIn Icon
    Stephen Cunha,
    CFP®, C(k)P, AIF, CRPS®, CLU, CLTC               

    781-876-4113                                                 scunha@baystatefinancial.com     

    • Grey LinkedIn Icon
    Richard Petrucci, JD*, CPA*, CFP
    • Grey LinkedIn Icon
    Mark McManus
    • Grey LinkedIn Icon

    * Licensed but not practicing.

    • White Instagram Icon
    • White Twitter Icon
    • White LinkedIn Icon
    • White Facebook Icon

    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

    617-585-4500

    baystatefinancial.com

    © 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    CRN202101-240428