Baystate Financial, founded in 1901, is one of the oldest and largest wealth management and financial services firms in New England. They provide comprehensive financial services, life and disability insurance, estate planning, retirement funding, education funding strategies, and investment management to a diverse client base.
With a commitment to each client's individual financial success, Baystate Financial takes a personalized approach, listening to their clients' needs and developing strategies and solutions that help them achieve their goals. They work within their clients' existing financial programs and collaborate with other professional advisors to provide tailored financial solutions.
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