Welcome to Baystate Financial
Baystate Financial is one of New England’s oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, our organization has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs.
At Baystate Financial you will find that we are committed to each client’s individual financial success. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals.
Let us help you develop a plan for your financial future.
Equal Opportunity Employer
We have representatives in this office licensed and registered to offer products and services in CT, MA, ME, NH, RI, VT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
The Baystate Financial Charitable Foundation in conjuction with The MetLife Foundation and KaBOOM! built a playground at the Stone Zoo in Stoneham, Massachusetts. Over 150 volunteers from Baystate Financial spent October, 31st building the playground that was inspired by drawings of local children. The playground opened on November, 8th.
Dave Porter didn’t take the usual route to a career in financial services. He was a White House intern during the Reagan administration and intended to take an appointment to the U.S. Customs Service when one night he tagged along with some friends to a local career fair. There, he met someone from Prudential Insurance, who convinced Porter that financial services would be an interesting and lucrative field.
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