Your Future. Our Commitment.
We provide you with a collaborative approach to financial planning and unparalleled levels of personal support through:
Face-to-face confidential consultations
Individualized analysis and design
Customized financial evaluations and recommendations
Monitoring of your success to help ensure you reach your financial goals
A Tradition of Excellence.
Since the beginning, our success is due to our constant goal of providing our clients with the highest level of service and products.
To accomplish this, we have established professional relationships with other specialty firms that align with our standard of service. Together, we look at your financial picture through several lenses to help you make educated decisions.
A COMMITMENT TO SERVICE
We are committed to our clients' individual financial success. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in term of how to best meet your specific needs. We work within your existing financial program and can partner with your other professional advisors to develop strategies and solutions that help you achieve your goals.
Our relationship with each client is based on mutual respect and trust. Therefore, we keep our focus on each client’s individual needs, goals and objectives and work in a collaborative effort to achieve those goals and objectives. Clients work directly with a dedicated team of professionals, each of whom offers a specific skill set to address each client’s unique financial concerns.
Through our round table process, clients are in communication with their team of specialists and advisors to help ensure that their stated goals are achieved through a coordinated, multi-disciplined approach.
We welcome you to learn more about our process by visiting the Plan With AFG page.
OUR BAYSTATE RELATIONSHIP
Aggregate Financial Group is backed by a large team of Baystate Financial professionals who work together to help you succeed. Baystate has developed an infrastructure of professionals with experience in a wide range of financial matters so that representatives can provide balanced solutions to clients. We work closely with these experts to develop comprehensive financial strategies for you.
As one of New England’s oldest and largest financial services firms, Baystate's broad range of services include financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long-term care, mutual funds, annuities and IRAs.
Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Together, we participate in a variety of events and activities to help those in need. The Baystate Financial Charitable Foundation, through its mission of aiding children’s charities, was named a Corporate Citizenship Award honoree by the Boston Business Journal in 2023.