Our Firm

Baystate Financial is one of New England's oldest and largest financial services firms. We are a group of highly trained professionals in the areas of wealth management, retirement funding strategies, insurance, business succession, estate planning and employee benefits.

Since 1901, we have been successful at listening to our clients, helping them identify their financial objectives, and in conjunction with their existing team of advisors, work towards those objectives. We work with professionals, business owners, and physicians over a broad range of ages and financial situations. We are licensed to provide insurance and investment products objectively selected and designed to be responsive to your risk profile and personal situation.

Baystate has consistently been voted as one of Boston's best places to work by the Boston Business Journal and The Boston Globe. For over 118 years, Baystate's commitment to a client-centric approach has allowed us to excel in our industry.

In an age when financial companies are willing to substitute technology for personal contact, our commitment to you, as it has been for over a century, personalized face to face service.

Baystate Financial 2023 Corporate Brochure