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Our Advantage

As financial planning practitioners, our solutions integrate all aspects of your current situation. Our expertise extends beyond financial plans, incorporating deep investment and insurance knowledge to provide truly holistic strategies. At Baystate Financial, our objectivity allows us to put your best interests first and select only the best solutions to accomplish your goals.

In addition to our holistic services and plans, we also offer the following solutions which are unique to our firm:


Individual Investors

For accomplished and motivated investors, we provide a first-class service model that places a premium on accessibility and customization. Our service commitment is one-hour response time to all requests and a maximum 24-hours for issue resolution. Should an outstanding request take additional time, you will know the exact details of the situation and when to expect completion. These clients also receive access to a state of the art financial planning and asset aggregator website called Personal Financial View to stay in total command of their wealth.


Retirement Plan Sponsors

For plan sponsors and business owners, we deliver a cutting-edge solution to benefit your firm, your culture, and your employees. With our family of PREFERRED RETIREMENT PLAN solutions, we enable unrelated employers to pool their plan assets together to reduce fiduciary liability, save money, and streamline administrative responsibilities by the absolute maximum allowed by law. Through this advanced program, we can protect employers from Department of Labor/IRS audits, unexpected civil litigation, and enable them to focus on the aspects of their retirement plans with the greatest meaning: helping their employees successfully prepare for retirement.