Our Services

At Baystate, we believe a great corporate culture brings better client service. Baystate Financial has a strong culture that is integral to its success. The relationship you will have with Baystate Financial is founded on exceptional service, integrity and excellence.

We spend time seeking a clear understanding of your overall financial goals, needs and questions. 

Together we will work on developing a customized financial program, taking it step-by-step to ensure you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Insurance and Annuity products
  • Retirement Strategies 
  • Estate Conservation
  • Wealth Management
  • Investment Advisory Services


Setting a course for smooth sailing