About
With a team of over 300 advisors and 98 support staff, they offer a range of services, including financial planning, investment management, and risk management. Baystate Financial serves individuals, families, business owners, healthcare professionals, executives, IAFF members, and other professionals. Their corporate office is located in Boston, Massachusetts, and they have additional locations throughout the region. The firm is committed to providing guidance, insight, and results to their clients, and they have a strong focus on community involvement, particularly in supporting at-risk children and families.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Financial Planning
Baystate Financial offers comprehensive financial planning services to help clients achieve their goals.
Investment Management
Their investment management services include a full range of tools to help clients make informed decisions and reach their goals.
Risk Management
Baystate Financial provides risk management strategies to help clients protect what matters most.