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About Baystate Financial

Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU.

Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead.

Baystate is headquartered in Boston MA, and has 16 office locations throughout New England with over 600 employees.  Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.

“We believe that Baystate Financials greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out,”  David C. Porter, Managing Partner.

We are proud to announce that Baystate Financial was voted one of the Top Places to Work again. This is the 9th time we have achieved this recognition. The honor recognizes the company’s achievements in creating a positive work environment that attracts and retains associates through a combination of associate satisfaction, working conditions and company culture.