"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein, author

Our mission is to help you define and articulate your financial dreams in order to achieve those dreams while maintaining financial independence over multiple generations. 

We achieve our mission by building relationships of trust and providing helpful investment advice with personalized service. 

Please contact us if you would like more information about a particular insurance or investment product or service.

Diane DiTullio Agostino

Finacial Services Representative & Financial Planner

CA Insurance Lic. 0C42301

 

Email Diane at dagostino@baystatefinancial.com

 

 

 

· Not a Deposit · Not FDIC Insured · Not Insured by any Federal Government Agency  · Not Guaranteed by any Bank or Credit Union · May Go Down in Value