Stephen B. Camarro, CFP®, MBA

(781) 876-4110

scamarro@baystatefinancial.com

Personal Financial View

Personal Financial View is at the core of our process.  This state-of-the-art, web-based system is designed to give you a single access point to securely view all of your:

  • Brokerage accounts, bank accounts and retirement plans
  • Insurance policies
  • Tax and legal documents

All of your information is password-protected in a secure, encrypted personal web address, accessible only to you and your financial advisory team.  Powerful analytical tools allow us to create a variety of reports to monitor your progress toward meeting your financial goals.

 

Click on the icon to see how we can help you or someone you care about better plan for a secure financial future.

 

Click on the icon for a brief demonstration of the capabilities of Personal Financial View and how it can help you organize and simplify your Financial Picture.

Click on the icon for a brief demonstration on how all of your information is kept safe and secure.

Contact Information:

Baystate Financial
Stephen B. Camarro, CFP®, MBA

301 Edgewater Place
Suite 200
Wakefield, MA 01880

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck