Founded in 1901 Baystate 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. Baystate Financial also offers a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs.
My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.
I look forward to hearing from you.
My process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.
Rising education costs require a forward-thinking plan. I can help you prepare for one of life’s biggest investments.
I believe small businesses are the backbone of America. At Baystate Financial, I do my utmost to help your business thrive.
I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
To learn more about my unique & interactive approach to financial planning, please click on the video link below.