Our Firm

We are committed to Helping You with Life!    

(Email Diane at dagostino@baystatefinancial.com since there is no cost and no obligation.)

 

Baystate Financial is one of New England's oldest and largest  financial services firms.  Since 1901, we have successfully listened to our clients to identify their financial dreams.  In concert with their existing team of advisors, we help clients achieve their financial goals.

We work with individuals and business owners on a broad range of basic to complex issues.  Our firm of highly trained professionals assists clients to implement insurance and investment strategies that meet their financial needs.

We utilize insurance and investment products to design a financial program appropriate for our client's personal circumstances and in keeping with their personal risk profile.

In an age when many firms substitute technology for personal contact, our commitment to our clients includes:

  • Face-to-face confidential meetings
  • Customized analysis and design
  • Personalized recommendations
  • Periodic review of progress toward achieving client's goals

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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