Helping Others Reach Their Goals.

The key to personal financial success is having clearly defined goals and objectives. The professionals here at Baystate Financial strive to deliver personalized advice and solutions to help accomplish the goals and objectives of clients, their families, and businesses. Our first priority is understanding what is important to our clients and what is their vision of financial success.

We utilize a team approach to the client-centric experience, leveraging multiple fields of expertise to help provide succinct, deliverable solutions. With a committed staff, our goal is specifically designed to be a valued resource for successful families and individuals.

 

As a financial planner and wealth management advisor, I help clients make informed financial decisions using sound, transparent, and responsible strategies. Focusing on working with professionals, business owners and physicians, I center my services on four distinct areas:

  1. Accumulation 
  2. Protection
  3. Distribution
  4. Preservation 

If you are serious about planning for your financial success and recognize the value in working with an experienced advisor, I invite you to contact me for an initial consultation. Let me help you take that initial step in turning your financial dreams into a well-defined reality.

I look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.

Brad Martin

 

 

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