Baystate Financial

Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 350 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses. Baystate Financial’s strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different. We aim to provide the best advice possible to each of our clients. Many of our Financial planners hold the CFP designation. ​We also continue to update our knowledge, by ensuring we keep up to date with legal and professional training, keeping ourselves informed of industry innovation so that we can give you the best possible service. The team at Baystate Financial has substantial experience of working with clients from across the financial spectrum. At Baystate Financial, we also think it’s important to understand our clients, and for our clients to understand us.​ We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you.

Address: 200 Clarendon Street, 19 & 25th Floors Boston, MA 02116, USA

Phone: +1 617 585 4500
FAX: