Baystate Financial | Wakefield

At Baystate Financial, our mission is to help individuals, families, and businesses to gain financial independence and security. We provide a wide range of services, including retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products. Our highly-trained financial advisors work with you to develop a comprehensive financial plan that will provide you with direction and clarity in making informed financial decisions, while keeping your short- and long-term goals in mind. With Baystate Financial, you’ll have the knowledge and resources you need to make smart financial choices.