Financial Advisor

at  Baystate Financial

Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients’ individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your backbone, will help identify a broad range of financial products and services to complement our personalized approach for the client. Baystate Financial advisors go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize their financial strategy is more than managing money, it’s providing theguidance,insight,resultsandservicethey need to secure their financial future.

• Client Acquisition & Marketing
• Discovery
• Case Development & Analysis
• Financial Plan Presentation
• Implementation
• On Going Service