Baystate Financial

CONNECT

Address:

301 Edgewater Place
Suite 200
Wakefield, MA 01880

Phone:

(781) 876-4110

Fax/Other:

(781) 876-4199

Products and Services

Financial Advisor

  • Personal Financial View
  • Income Continuation in the event of death, disability, and retirement
  • Estate Planning
  • Asset Protection
  • Business Succession
  • Analysis and Selection of Asset Allocation for Retirement, College Funding, etc.

Insurance Products

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Fixed and Variable Annuities

Investment Products

  • Individual Stocks and Bonds
  • Mutual Funds
  • Managed Accounts

Employee Benefits

  • Group Insurance
  • Healthcare
  • Dental Coverage
  • Life Insurance
  • Short Term and Long Term Disability
  • Qualified Retirement Plans and IRAs

Personal Financial View

Personal Financial View by eMoney 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 for a brief demonstration of the capabilities of Personal Financial View.

 

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