Why Baystate Financial?

Understanding Your Goals

We aim to provide the best advice possible to each of our clients.   Many of our Financial planners hold the CFP designation.

We also continue to update our knowledge, by ensuring we keep up to date with legal and professional training, keeping ourselves informed of industry innovation so that we can give you the best possible service.

The team at Baystate Financial has substantial experience of working with clients from across the financial spectrum. 


At Baystate Financial, we also think it’s important to understand our clients, and for our clients to understand us.

We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you.