Who We Are
WHO WE ARE
A full-service financial planning firm offering straightforward and tailored service to meet clients' needs in a language they can understand.
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 annuities, mutual fund investments, and life, health, and disability insurance.
Baystate advisors follow three steps when working with new clients: getting to know our clients and understanding their needs and goals through one-on-one consultations; analyzing clients' current finances and developing a customized financial strategy with recommendations; and implementing an agreed-upon strategy with regular meetings 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 advisors and associates are committed to these principles and provide clients with the resources and expertise to help them achieve financial success and stability.
Our dedication to our clients, families, and communities.
Baystate is a corporate and community partner dedicated to the clients and communities we serve throughout New England and beyond. Our home in Vermont reguarly supports the community through fundraising and supporting local charities and organizations such as Dragonheart Vermont, the Committee on Temporary Shelter, and Feeding Chittenden.
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.