Our Firm


You're in good company. Baystate Financial has relationships with people like you to help them lead happier, healthier, and more productive lives.

Baystate Financial is a community based firm committed to serving the needs of families and individuals seeking assistance with their financial lives.

Baystate Financial is one of New England's oldest and largest privately owned financial services firms, with offices throughout New England. Established over a century ago, we remain committed to abiding by a standard of ethics and values that always seeks to put the needs and objectives of our clients above all else. Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies.

Baystate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisors to design and implement programs that are right for you.  Baystate has the experience you need to develop a solid plan.


200 Clarendon Street, 19th & 25th Floors

Boston, MA 02116

Phone: 617‐585‐4500


301 Edgewater Place, Suite 200

Wakefield, MA 01880

Phone: 781‐876‐4100


100 William Street, Suite 300

Wellesley, MA 02481

Phone: 781‐239‐2000


One West Boylston Street, Suite 101

Worcester, MA 01605

Phone: 508‐890‐6200

134 Turnpike Road, Suite 300

Southborough, MA  01772

Phone: 774-843-4900


20 Congress Street

Marshfield, MA 02050

Phone: 781‐834‐1111


400 Amherst Street, 2nd floor

Nashua, NH 03063

Phone: 603‐578‐9899


501 Wampanoag Trail, Suite 200

East Providence, RI 02915

Phone: 401-432-8800