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Our Firm

Baystate Financial is one of New England’s oldest and largest financial services firms with multiple locations throughout New England. We are a group of highly trained professionals in the areas of insurance, investment management, estate planning, business succession, employee benefits, retirement funding strategies, long term care insurance and education funding strategies.

Since 1901, we have been successful at listening to our clients, helping them identify their financial objectives, and in conjunction with their existing team of advisors, work towards those objectives. We work with professionals, business owners, and individuals over a broad range of ages and financial situations. We are licensed to provide insurance and investment products objectively selected and designed to be responsive to your risk profile and personal situation.

Representatives at Baystate Financial are prepared to help solve our clients’ basic and complex insurance and investment needs.

In an age when financial companies are willing to substitute technology for personal contact, our commitment to you, as it has been for over a century, personalized face to face service.