As your trusted financial planning partner, we are by your side throughout your journey, helping you to achieve the life you envision. For over a century, Baystate Financial has thoughtfully guided generations of clients along their own path to financial security and helped them to protect what matters most. We pride ourselves on our robust financial planning services, our full range of investment management tools, and our variety of risk management strategies to help our clients make informed decisions and reach their goals.

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Who we are Report

The culture at Baystate is a simple one-we're a customer centric, full service financial firm. Building strong client relationships is the focus of Baystate Financial. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.

Our Story Report

We believe that starting each relationship with a holistic conversation about your goals is the best way to deliver thoughtful and comprehensive financial planning guidance. We consider your entire financial picture, from your current needs to future ones, as well as what you hope to achieve in life before we start to help you plan how to get there.

What We Do Report

While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are "what we do". At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.

Leadership & Firm Specialists Report

Few businesses can claim a history of more than a century. We continue to grow and thrive because of our leadership team and their commitment to our representatives and staff, our clients, and our communities. Our team of Firm Specialists are subject matter experts in their respective fields and are an integral part of the planning process, working with our representatives behind the scenes as well as directly with our clients.

Jamin Wright

Jan 03, 2018

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Received 2 unsolicited emails within 5 minutes to my work email about personal finance management. Don't know how they got my work email, but incredibly inappropriate to reach out that way. UPDATE: I've received the same auto sent email 4 times now, marked them as spam.

Tai Gur

Mar 06, 2016

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I highly recommend Jerry Facey as your next financial adviser. One thing that stood out to me was how knowledgeable, Honest and down to earth he is. He really seem to care and understand my family's financial goals.

Kris Girrell

Jun 23, 2013

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OUr financial advisor (Janice Berner) is absolutely the best. I have so often found that financial advisors try to sell you products and I always feel like Janice is working for me and has my best interest in mind. I thoroughly and implicitly trust her.

Bay State Financial Service