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Building Stronger Financial Futures Together.

Building Stronger Financial Futures Together.

The Seaport Team at Baystate Financial is committed to creating a more informed, invested society, starting with you. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We are a team of career financial professionals who value education and community.  We have a collective 50 years of experience in guiding clients toward financial wellbeing. 

Meet Our Team

Our Committment to Financial Wellbeing

Explore Our Mission

We aim to bring financial wellbeing to all corners of the community, through financial education and diverse representation in the financial services field. Learn more about our commitment to creating a more informed and invested society.
 

How We Help

Our team works with you one-on-one to create a strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. With our collaborative and transparent methods, you'll always know where you stand.

Financial Planning

Life moves fast and can change even faster. That's why it can be beneficial to have a quick, flexible team to help every step of the way.

Retirement

Your long-term goal of retirement deserves a diligent team to help get you there. 

Investments

We can help you create an investment portfolio that's designed to fit your goals, risk tolerance, and lifestyle. 

Insurance Protection

With sensitivity and care, we'll help think through the protections you need for yourself and your family.

Estate Planning

We have access to resources and estate planning professionals to help create an estate strategy for your family's situation.

Wealth Management

Wealth management is one of the most overlooked parts of building a sound retirement strategy. We like to build for tomorrow.

The Seaport Team at Baystate Financial is ready to<strong>&#160;help you pursue your goals.</strong>

The Seaport Team at Baystate Financial is ready to help you pursue your goals.

What Sets Us Apart

Our financial advisors love to navigate the intersection of community and career. We are active in our community and are leaders in our field. Growth, excellence and commitment are all important to us. With our team at your back, you'll be planning with passion and purpose.

Call Us

(781) 319-1439

Address

1 Marina Park Drive, 16th Floor

Boston, MA 02210