Named a 2014 Five Star Wealth ManagerSM as seen in Boston Magazine
The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history.
Welcome and thank you for visiting!
My mission is to help individuals, families, and small businesses 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 Baystate Financial product or service.
I look forward to hearing from you.
Please take a moment to view this brief video presentation of our financial planning process and the tools we use to consolidate your financial picture.
CA Insurance Lic. 0C15637.
We have representatives in this office licensed and registered to offer products and services in MA. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
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