Financial Advisor Baystate Private Client Group

at  Baystate Financial

Baystate Financial is a holistic Financial Planning frim that strives to help high-net worth individuals and business owners achieve their goals. We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to deliver professional and comprehensive Financial Planning.
Since its founding in 1901, Baystate Financial has provided comprehensive financial services; asset management, life, long-term care, disability insurance and annuities. We have an in-house support team that specializes in estate, business succession, tax efficient planning as well as retirement and education funding strategies for our valued client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England.
As an advisor at Baystate you will have access to a full suite of protection products, fee based planning solutions as well as unparalleled asset management tools through Baystate Wealth Management to meet your client’s needs.
We realize financial strategy is more than managing money, it’s providing the guidance, insight, results and service your clients need to secure their financial future.

• Build your own Financial Planning Practice
• Client Acquisition & Marketing
• Client Financial Analytics & Case Development
• Financial Plan Design
• Sophisticated Asset Management and Protection Product Implementation
• On Going Service