Strategic Resources

At Baystate Financial, we offer a range of strategic resources. Below are just a few of the offerings available.  Please click on the logos below to learn more.

At Baystate Financial Group Benefits¹, we’re here to meet the complex needs of today’s growing businesses. Employee benefits remain a vital tool for attracting and retaining talent but managing them has become increasingly challenging. Whether you’re looking to control costs, enhance your offerings, or audit your current plan’s effectiveness, our experienced professionals are ready to support you. Click logo to learn more.

At Commonwealth Property and Casualty Insurance Agency¹, we provide comprehensive solutions for both your business and personal insurance needs. We thoroughly assess your entire insurance situation to identify risks before developing a customized plan that meets your specific coverage requirement. Working alongside our trusted insurance partners, we tailor the perfect plan for you and go a step further by educating you on exactly what you’re purchasing, so you fully understand your key coverages. Click logo to learn more.

Today’s tax laws are increasingly complex, making even simple tax filings confusing and easy to mismanage. Many deductions and credits can be easily missed, even with the help of tax software. That’s where the expertise of a seasoned tax professional becomes invaluable. Commonwealth Tax and Accounting² offers full-service tax planning, preparation, and filing for both individuals and businesses, ensuring compliance with ever-evolving regulations. Our goal is to not only assist with current tax returns but also to help you plan ahead. Click logo to learn more.

¹Commonwealth Property & Casualty and Baystate Benefits is owned by David Porter, who is also the owner of Baystate Financial.

²Commonwealth Tax & Accounting is owned by Andrew Cleary, Partner Baystate Financial and owner of SFP Wealth.