Founded in Boston in 1901, Baystate is one of New England's oldest and largest independently owned financial planning firms. In 2008, our Colchester, VT office opened to meet the needs of everyday Vermonters, their families, and their businesses.
Baystate's broad range of services include financial planning, wealth management, retirement planning, business planning, and trust and estate planning. We also offer a variety of protection and investment products, including life, health, and disability insurance; mutual funds, annuities, and IRAs.
Baystate representatives utilize three important steps: a qualitative fact-finding process that includes one-on-one consultations with clients to understand their needs and goals; an analysis of findings to develop a comprehensive and customized financial strategy and recommendations; and implementation with periodic meetings and monitoring to ensure that clients are satisfied and are achieving their financial goals.
Baystate was built on the principles of integrity, trust, professionalism, and competency. Our team of associates, specialists, and advisors are committed to these principles and provide clients with the resources and expertise to help them achieve financial success and stability.
Baystate is a corporate and community partner dedicated to the clients and communities we serve throughout New England.
Baystate Financial Charitable Foundation, through its mission of aiding children and children's charities, is committed to giving back to the community and plans continue to grow and expand its philanthropic efforts.
Baystate has been named as one of the best places to work by the Boston Globe, Boston Business Journal, and Providence Business News as well as one of America's fastest growing companies by Inc. Magazine.