Our Firm

Baystate is a premier, full service financial firm.

Founded in 1901 Baystate is one of New England's oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.  Baystate's broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs. Baystate offers comprehensive and coordinated service, not just products.

Baystate provides a unique, top line client experience based on service. This qualitative approach enables Baystate representatives to develop comprehensive strategies and solutions.

Baystate has pioneered a model for financial services firms built on a solid infrastructure of specialists, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients.

A strong corporate and community partner, we are dedicated to the clients and communities we serve throughout New England and Florida. Baystate participates in a variety of events and activities and drives to help those in need namely through the Baystate Financial Charitable Foundation. Through its mission of aiding children and children's charities, is committed to giving back to the community and will continue to grow and expand its philanthropic efforts.