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Strong Partnerships


Founded in 1901 Baystate is one of New England’s oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.

Baystate is built on the principles of integrity, trust, professionalism and competency values that make Baystate one of New England’s most respected and successful financial services firms.

Baystate has pioneered a new model for financial services firms built on a solid infrastructure of specialists, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients.

Baystate Financial Charitable Foundation, through its mission of aiding children and children’s charities, is committed to giving back to the community and will continue to grow and expand its philanthropic efforts.*

Baystate MD

  • Baystate Medical Division (Baystate MD), 55 Financial Professionals dedicated to financial planning for the healthcare industry.
  • A 22 person financial planning design and support team consisting of Certified Financial Planners, Attorneys, CPA’s and investment professionals.
  • 15 years as the preferred Financial Planning firm for Mass General Physicians Organization.
  • Partner as the Financial Planning firm for Mass Medical Society, Rhode Island Medical Society, Maine Medical Association, New Hampshire and Vermont Medical Societies.

Specializing in protection for physical assets (Home, Auto, Boat, Flood insurance) as well as your bank, investment, and retirement accounts