Who We Are
A TRADITION OF EXCELLENCE
Since the beginning, we been successful due to our constant goal to provide our clients with the highest level of service and products. To accomplish this, we work hard to maintain focus in a fast paced environment by building a professional staff and establishing relationships with other specialty firms to help assure high quality service.
A COMMITMENT TO SERVICE
We are committed to our client’s 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 will 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 and objectives are achieved through a coordinated, multi-disciplined approach.
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 a new model for our financial services firm built on a solid infrastructure of professionals, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients. We work closely with these experts to develop comprehensive financial strategies.
Baystate is a premier, full service financial firm founded in 1901, They are one of New England’s oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients. Their broad range of services includes 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. They participate in a variety of events and activities and drives to help those in need. Their 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.