17 Years. One Focus.

CONNECT

Address:

100 William Street, Suite 300
Wellesley, MA 02481

Phone:

(781) 239-2031

Fax/Other:

(781) 239-2080

Our Services

Whether you are starting a family, building a business or planning for your retirement, we can help you design a strategy to help reach your personal and business financial goals.

Personal Needs

  • Family Protection 
  • Life Insurance
  • Disability Income Protection
  • Long Term Care Insurance
  • Divorce Planning
  • Estate Planning
  • Tax Strategies and Charitable Gift Planning
  • Wealth Accumulation
  • Mutual Funds
  • Fixed & Variable Annuities
  • Managed Investment Accounts
  • Traditional & Roth IRAs
  • 401(k) Rollover Capability
  • Education Funding Strategies
  • Retirement Planning
  • Retirement Plan Distribution Strategies

Business Needs

  • Business Continuation Planning
  • Buy-Sell Arrangement funding 
  • Business Succession planning
  • Key Person Life Insurance
  • Employee & Executive Benefit Planning
  • Deferred Compensation
  • Group Life, Health, Disability Income, and Long Term Care Insurance
  • Flexible Benefit Accounts
  • Selective Executive Retirement Plans
  • Split-Dollar Life Insurance Plans
  • Tax-Qualified Retirement Plans
  • 401(k)
  • Money Purchase
  • Profit-Sharing
  • Defined Benefit
  • Simplified Employee Pension (SEP)
  • Simple IRA
  • TSA/403(b)

 


For additional information about the products and services offered, please contact me.


Baystate Financial does not offer tax or legal advice. Please consult your tax advisor or attorney for guidance.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck