Erik M Potts, CLTC

Welcome to Baystate Financial in New Hampshire and thank you for visiting!

I am committed to helping individuals, families with special needs and businesses achieve their financial goals. I work with my clients using the financial planning process to develop strategies and solutions that assist them to grow, preserve and distribute their assets.

My goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.   

As as client of ours, Personal Financial View is another valuable tool we can provide to you.  Please check out this link to see how Personal Financial View can help you simplify your Financial Picture:  http://financialpicture.com/Baystate-Potts/What.html

 I hope you find this site informative and useful. I look forward to hearing from you.

I am proud to announce that I have been selected as a New Hampshire FIVE STAR Wealth Manager for 2011 by Five Star Professional.* I was selected by clients, peers and industry experts as a wealth manager that provides exceptional service and overall satisfaction.  I am one of less than 3% of all licensed registered representatives in the New Hampshire area to receive this award. This is a great honor for me and I want to thank all of you that participated in the selection process.  Please use the attached link to read more about the selection criteria and view the ad placed in the November issue of The New Hampshire Magazine. 

http://www.pageturnpro.com/Crescendo-Business-Services/30958-2011-NH-WM-Erik-Potts/index.html#1

* The 5 Star award is granted by Five Star Professional, an independent 3^rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer. L1011214275[exp0812][CT,FL,MA,ME,NH,NJ]

Baystate Financial Services is a general agency of New England Life Insurance Co.