Baystate Financial Email Format
Financial ServicesMassachusetts, United States501-1000 Employees
Baystate Financial is a long-established financial services firm headquartered in Boston, serving individuals, families, and businesses. Founded in 1901, it offers financial planning, estate strategies, and retirement solutions designed to help clients gain clarity and financial independence. With 17 offices across New England and Florida, the firm emphasizes collaboration among a network of professionals to deliver tailored guidance. Securities and investment advisory services are provided through MMLIS, a SIPC member. The company has earned regional recognition as a top place to work and for corporate citizenship in recent years. In early 2026, Baystate Financial announced the retirement of its Managing Partner after three decades of leadership.