About Baystate Financial

Baystate is a premier, full service financial firm

Founded in 1901 Baystate Financial is one of New England's oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.

Baystate's broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs.

Baystate offers comprehensive and coordinated service, not just products

Baystate provides a unique, top line client experience based on service. This qualitative approach enables Baystate representatives to develop comprehensive strategies and solutions and provide some of the best planning advice in the industry.
Baystate representatives utilize three important steps; a qualitative factfinding process that includes face to face 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 achieving their financial goals.

Baystate is a leader and innovator though our use of specialists

Baystate has pioneered a new model for financial services firms built on a solid infrastructure of specialists, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients.

Baystate has a strong work and corporate philanthropy culture

Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Baystate participates in a variety of events and activities and drives to help those in need.
Baystate Financial Charitable Foundation, through its mission of aiding children and children's charities, is committed to giving back to the community and will 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. Click here to learn more.