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