About
With a team of over 300 advisors and 98 support staff, Baystate Financial offers a range of services, including financial planning, investment management, and risk management. The firm's core principles are guidance, insight, and results, and they pride themselves on providing personalized support to their clients. Baystate Financial has been in operation for over 125 years, helping generations of clients achieve their financial goals and protect what matters most. They also contribute to programs that support at-risk children and families in their local communities through the Baystate Foundation.
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 robust financial planning services to help clients make informed decisions and reach their goals.
Investment Management
The firm provides a full range of investment management tools to help clients grow their wealth.
Risk Management
Baystate Financial offers various risk management strategies to help clients protect what matters most.