About Baystate Financial

Our Core Principles

At Baystate Financial, everything we do is thoughtfully designed around our three core principles: guidance, insight, and results. As your trusted financial planning partner, we are by your side throughout your journey, helping you to achieve the life you envision. For over a century, Baystate Financial has thoughtfully guided generations of clients along their own path to financial security and helped them to protect what matters most. We pride ourselves on our robust financial planning services, our full range of investment management tools, and our variety of risk management strategies to help our clients make informed decisions and reach their goals.

Our Difference

Who you choose to work with matters.

We believe that starting each relationship with a holistic conversation about your goals is the best way to deliver thoughtful and comprehensive financial planning guidance.

We consider your entire financial picture, from your current needs to future ones, as well as what you hope to achieve in life before we start to help you plan how to get there.

At Baystate, not only are you guided by your personal representative, but our team of Firm Specialists also contribute their insights and knowledge. These individuals are subject matter experts in their respective areas and are an integral part of the planning process both behind the scenes and directly with our clients. This kind of specialized internal support structure is highly unique in the financial industry and differentiates Baystate from other financial services firms.

Once your strategy is articulated, we remain by your side, monitoring your investments, making recommended enhancements at each milestone in your life, and continuing to ensure that your financial position remains strong. Your story is our story.

At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.

Link to Baystate Financial Website: https://baystatefinancial.com/

Link to the company video: https://baystatefinancial.com/corporate-brochure/

Link to the company video: https://baystatefinancial.com/baystate-corporate-video/