Products & Services

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

BUSINESS PROTECTION

  • Business Succession Plans
  • Key Person Life Insurance

INVESTMENTS

  • Mutual Funds
  • IRAs/IRA Rollovers
  • Retirement Plans (401(k), SEP...)
  • Brokerage Services
 

EMPLOYEE BENEFITS

  • Employee Pension, Profit Sharing & 401(k) Plans
  • Group Life & Disability Insurance
  • Group Health Insurance
  • Key Executive Benefits

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
 

PROFESSIONAL NETWORK

  • CPAs
  • Attorneys
  • Mortgage Brokers
  • Loan Officers