Services
How We Work
Baystate Financial is one of New England’s oldest and largest financial services firms.
For over a century, we have provided insurance, investment, estate planning, business succession strategies, employee benefits, retirement funding, long-term care insurance and education funding strategies.
Service Features
- Flexible Business Hours
- Weekend Availability
- Virtual Meeting Capabilities
- Robust Professional Referral Network
Investments
- Open Platform (ETFs, Mutual Funds, Bonds, & Specialist Partners)
- Portfolio Design & Management
- Retirement Accounts (401k, IRA, Rollover, SEP)
Family Wealth
- Financial Organization
- Education Funding Strategy
- Retirement Planning Strategy
- Estate & Inheritance Strategy
Insurance
- 150+ Life Insurance Carriers
- Term, Whole, Variable, & Universal Life Insurance
- Disability
- Long Term Care
- Annuities
IN AN AGE WHEN FINANCIAL COMPANIES ARE WILLING TO SUBSTITUTE TECHNOLOGY FOR PERSONAL CONTACT, OUR COMMITMENT TO YOU IS:
- Face-to-face confidential consultations
- Customized analysis and design
- Personalize recommendations
- Periodic monitoring of our continued progress toward achieving your goals
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
nferbert@baystatefinancial.com | (978) 496-4252