Our Firm



Baystate Financial is one of New England's oldest and largest financial services firms.  Thanks to the wealth of knowledge and experience provided by the financial planning specialists in the firm, my team is able to leverage this expertise in the areas of investment management, retirement planning, estate planning, business succession, employer benefits and risk management. Together, we design coordinated, comprehensive solutions to the financial planning needs of individuals, families and closely-held businesses



Watch the video below to learn about who we are.



Click on the icon below to view the Baystate Financial video.