Baystate Financial

Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 325 advisors and 250 support associates, all whom contribute to building financial plans for a variety of individuals and businesses.

Baystate's Financial strategy is tailored to help fulfill each of their clients' individual goals, with the understanding that every client's goals are different. As an industry leader in delivering FINANCIAL LITERACY, we'd welcome the opportunity to discuss how these programs can be implemented within your organization free of charge. We're proud to be a gold member of VBSR, as the organization's values mirror our own vision as to how we can best grow and service Vermont.

Business Categories

• Accounting/Financial
• Community/Human Services
• Education
• Energy Products and Services
• Insurance