your guides along the way


From the beginning, a Baystate Financial representative becomes your personal guide and resource.  In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position. From there, we help identify a broad range of financial products and services to complement your personalized approach.
Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.

Baystate Financial representatives go to great lengths to deliver the personalized attention and accessibility our clients have come to expect.

We realize your financial strategy is more than managing money, it’s providing the guidance, insight, results and service you need to secure your financial future.

Your Financial Journey.
Every financial journey is as unique as the individual embarking on it.  Our approach starts with an understanding of who you are and where you want to go before plotting your financial goals.