Baystate Financial is one of New England’s oldest and largest financial services firms. For over a
century, we have provided insurance, investment, estate planning, business succession strategies,
employee benefits, retirement funding, long-term care insurance and education funding strategies.
PERSONAL FINANCIAL NEEDS
- Investment Strategies
- Insurance Needs Analysis
- Education Funding Strategies
- Retirement Strategies
- Estate Conservation Strategies
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BUSINESS PROTECTION
- Business Succession Plans
- Key Person Life Insurance
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INVESTMENTS
- Mutual Funds
- IRAs/IRA Rollovers
- Retirement Plans (401(k), SEP...)
- Brokerage Services
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EMPLOYEE BENEFITS
- Employee Pension, Profit Sharing & 401(k) Plans
- Group Life & Disability Insurance
- Group Health Insurance
- Key Executive Benefits
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INSURANCE AND ANNUITIES
- Whole Life Insurance
- Variable Life Insurance
- Disability Income Insurance
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Long Term Care Insurance
- Fixed and Variable Annuities
- Property & Casualty Insurance
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PROFESSIONAL NETWORK
- CPAs
- Attorneys
- Mortgage Brokers
- Loan Officers
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