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 has a long history, having guided generations of clients towards financial security for over 125 years. Their team is dedicated to helping individuals, families, business owners, healthcare professionals, executives, IAFF members, and others achieve their financial goals. Baystate Financial has a strong commitment to community, with a foundation that supports at-risk children and families in local communities. They have a diverse team and do not discriminate on the basis of race, creed, sex, national or ethnic origin, sexual orientation, gender identity, disability, or family structure.
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 team of investment advisors provides a range of investment management tools to help clients grow their wealth.
Risk Management
Baystate Financial offers risk management strategies to help clients protect their assets and achieve their financial goals.