Our Firm
Dedicated to Helping You with Life!
Email Diane at dagostino@baystatefinancial.com since there is no cost and no obligation or click on this link to schedule an introductory one-on-one call at your convenience: https://calendly.com/reachingfinancialdreams/15min
Baystate Financial is one of New England's oldest and largest financial services firms. Since 1901, we have successfully listened to our clients to identify their financial dreams. In concert with their existing team of advisors, we help clients achieve their financial goals.
We work with individuals and business owners on a broad range of basic to complex issues. Our firm of highly trained professionals assists clients to implement insurance and investment strategies that meet their financial needs.
We utilize insurance and investment products to design a financial program appropriate for our client's personal circumstances and in keeping with their personal risk profile.
In an age when many firms substitute technology for personal contact, our commitment to our clients includes:
Confidential meetings
Customized analysis and design
Personalized recommendations
Periodic review of progress toward achieving client's goals