About Baystate Financial

Baystate is a premier, full service financial firm.

Founded in 1901, Baystate Financial is one of New England’s oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.

Baystate’s broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long‐term care, mutual funds, annuities and IRAs.

Baystate has created a team of professionals. 

Baystate has developed a new model for our financial services firm built on a solid infrastructure of professionals, who share their experience on a wide range of financial issues so that representatives can provide the best solutions to clients.

Baystate has a strong work and corporate philanthropic culture. 

Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Baystate participates in a variety of events and activities and drives to help those in need.

Baystate Financial Charitable Foundation, through its mission of aiding children and children’s charities, is committed to giving back to the community and will continue to grow and expand its philanthropic efforts.

PFA and Baystate Financial work together to help you succeed. 

PFA is backed by a large team of Baystate Financial professionals. We work closely with these experts to develop comprehensive financial strategies. Here is how PFA and Baystate professionals provide the resources you need: