Baystate Financial is a financial planning company that has been serving clients for over 100 years. The company was founded in Massachusetts in 1901 and has since grown to serve clients across the United States.

 

We offer a wide range of financial services, including retirement planning, estate planning, risk management, and investment management. Our team of financial professionals, including CPAs, Attorneys, JDs, and Specialists in the areas of Insurance – Life, Disability & Long-term Care, Investments, and Annuities, is dedicated to helping clients achieve their financial goals and build a secure future.

 

Baystate Financial is committed to providing high-quality service and personalized advice, and work closely with clients to understand their individual needs and develop customized financial plans.

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