My Firm

Baystate Financial Services - Helping Clients for Life

Baystate Financial Services is one of New England's oldest and largest privately owned financial services firms.  We are a group of highly trained professionals in the areas of insurance, retirement planning, wealth management, income protection, business succession, employee benefits, education funding and special needs planning

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At Baystate Financial Services we believe in upholding a tradition of excellence. We are committed to quality, service and long-term client relationships.

I am passionate about serving my client’s needs and feel fortunate that they have entrusted me to help them with their most important financial decisions.  I hope you decide to take the time to sit with me and my team to experience our unique planning process.