Baystate Financial

Baystate is a premier, full-service financial firm

Founded in 1901, Baystate is one of New England's oldest and largest financial services firms, providing personalized financial strategies for individuals, families, and businesses. Services include financial, business, estate, retirement, and special needs planning, as well as insurance, investment, and retirement products.

Comprehensive planning, not just products

Baystate's client-focused approach emphasizes personalized service and long-term relationships. Representatives follow a three-step process: understanding clients' goals through in-depth consultations, developing customized financial strategies, and providing ongoing implementation, monitoring, and support to help clients stay on track.

Built on integrity and expertise

Baystate is founded on the principles of integrity, trust, professionalism, and competency. Its team of advisors and specialists is committed to helping clients achieve financial stability and long-term success through informed planning and guidance.

A collaborative, specialist-driven model

Baystate's innovative structure leverages a network of specialists across a wide range of financial disciplines, enabling representatives to deliver comprehensive solutions tailored to each client's unique needs.

Committed to community and culture

Baystate is dedicated to supporting the communities it serves throughout New England through volunteerism, charitable initiatives, and the Baystate Financial Charitable Foundation, which focuses on helping children and children's charities.

Baystate has been recognized by The Boston Globe, Boston Business Journal, and Providence Business News as one of the best places to work, and by Inc. Magazine as one of America's fastest-growing companies.