Baystate Financial

Baystate Financial Our Mission...... At Baystate Financial Services we believe in upholding a tradition of excellence. We are committed to quality, service and long-term client relationships. "Baystate Financial provides responsive solutions to each client's unique objectives by utilizing insurance and investment products in a tax efficient and cost effective manner." A Tradition of Excellence...... Baystate Financial Services is one of New England's oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, we have provided insurance, investment management, estate planning, business succession, employee benefits, retirement funding, long-term care insurance and education funding strategies. We are an independently owned and operated group of highly trained professionals dedicated to helping individuals, executives and business owners, like you, achieve your financial goals. Our Commitment......A Commitment to Service At Baystate, you will find that we are committed to each client's individual financial success. Unlike companies that offer "standardized" solutions to complex problems, we first listen to you. Then, we think objectively in terms of how to best meet your specific needs. Next, we work within your existing financial plan, partnering with your other professional advisors to develop strategies and solutions that are customized for your situation. Let us help you develop a plan for your financial future. Then, let us continually monitor our progress. Our Specialists........... Baystate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisors to design and implement programs that are right for you. Baystate has the expertise you need to develop a solid plan. Herbert K. Daroff, J.D., CFP? Estate & Business Planning Perry M. Smith, J.D.,LL.M, CLU, ChFC, CFP? Estate & Business Planning Meg Muldoon, LL.M, J.D. Estate & Business Planning Greg J. Pinto, MBA, CLU, ChFC, CFP? Investment Management Robert Piatelli Insurance Specialist Gregg Andonian, AIF?, CFP?, CLU, ChFC Retirement Plans William Hackler,CLU Retirement Plans Steven M. Cunha, CFP?, CLU Retirement Plans Phil Prevoir, CLTC Long Term Care Insurance Jerry Facey Disability Insurance Edwin Bleiler Employee/Group Benefits Rick Larsen MetDESK? Specialist MetLife's Division of Estate Planning for Special Kids ?2005 by New England Life Insurance Company. New England Financial is the service mark for New England Life Insurance Company, Boston, MA and related companies. New England Financial is a MetLife affiliate and is admitted to do business in all 50 states. NAIC# 91626 Securities and Investment Advisory Services offered through New England Securities Corp, Boston, MA 02116, a broker/dealer member NASD, SIPC and a Registered Investment Advisor. Please note that not all products and services are available in all states. | Privacy Policy | NEF Corporate Site | Legal Notice |

• Address: , Boston, Mashpee, Lynnfield, Quincy, Wellesley, Worcester, ,
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• Website: tharry.wealth2k.com
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• Industry: Finance/Banking - Asset Management
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