Baystate Financial

At Bay State Financial, we are dedicated to providing personalized financial planning and helping you protect your family, future, and income. We believe in holistic financial planning, focusing on the whole person, not just your portfolio. Our goal is to understand your financial goals and objectives, frame solutions for you to consider in an easy-to-understand language, and help you make conscious, deliberate choices.

Our Mission Statement

Our mission is to inform, educate, and empower you to make decisions that align with your values, goals, and beliefs. We strive to create strategies that help you gain clarity of your overall financial situation. Our aim is to protect, enhance, and enjoy your financial future.

Our Firm

Bay State Financial is a professional financial planning firm that specializes in relationship-based planning. We have a team of dedicated associates who are committed to inclusion and respectfulness. Our team is diverse, and we believe that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Your Goals

At Bay State Financial, we understand that each client has unique goals and objectives. We specialize in helping individuals and businesses plan for their financial future. Whether you are looking to save for retirement, protect your family, or enhance your income, we can help you create a personalized financial plan that aligns with your goals.

Companies We Work With

Bay State Financial works with a variety of companies to provide comprehensive financial planning services. We have partnerships with leading financial institutions and insurance companies, allowing us to offer a wide range of products and services to our clients.

Our Services

Bay State Financial offers a variety of financial planning services, including:

• Financial Strategies for Women: We understand that women have unique financial challenges and opportunities. Our team is dedicated to helping women create personalized financial plans that address their specific needs and goals.

• SpecialCare (SM) Planning: We offer SpecialCare planning for individuals with disabilities or special needs. Our team is trained to help you create a comprehensive plan that addresses the unique financial challenges of caring for a loved one with special needs.

• Business Planning: We provide business planning services for entrepreneurs and small business owners. Our team can help you create a personalized business plan that aligns with your goals and objectives.

• Financial Planning for a Rapidly Changing World: We understand that the world is constantly changing, and your financial plan should too. Our team can help you create a flexible financial plan that adapts to your changing needs and circumstances.

• Creative Entrepreneur Life Insurance: We offer life insurance solutions for entrepreneurs and small business owners. Our team can help you create a personalized life insurance plan that addresses your unique needs and goals.

• Long Term Care Insurance: We provide long-term care insurance solutions for individuals and families. Our team can help you create a personalized long-term care plan that addresses your specific needs and goals.

• Coverpath Learning Center: We offer educational resources and tools through our Coverpath Learning Center. Our team is dedicated to helping you understand your financial options and make informed decisions.

Account Access

At Bay State Financial, we provide our clients with easy access to their accounts. You can view your account information, check recent transactions, and make changes to your account settings online or through our mobile app.

In the Press

Bay State Financial has been featured in various publications and media outlets. Our team is dedicated to sharing our knowledge and expertise with the community, and we regularly contribute to articles and interviews on financial planning topics.