John Sbrogna, Derek Happy, Maura Laudone & James McLaughlin

CONNECT

Address:

One West Boylston Street, Suite 101
Worcester, MA 01605

Phone:

508-890-6230

Fax/Other:

508-793-1870

Personal Financial View®

Click here to log-in to your PFV account.

There may come a time in your life when your finances aren't so simple anymore and they may be too much to juggle on your own.

When that time comes, ask us about our team-based planning approach and our secure aggregation website, Personal Financial View, powered by eMoney.

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides. 

This technology platform, Personal Financial View, puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

  • Personal Account Aggregation
  • Up-to-date monitoring of your financial picture
  • Investment allocation across all money-types
  • Details by holding for asset class and sector analysis
  • Secure online “Vault” for documents

Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages.

All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advising team.

 

 

Personal Financial View® integrates and updates your key financial data in real time providing you with a tool to organize your important documents and financial information. PFV provides our clients with a sense of security, knowing their financial information is safe & secure, and the fulfillment of their goals is being monitored on a daily basis. 

Personal Financial View® is a web-based technology solution built to streamline and help improve your wealth management capabilities.

Through your website, you can access your financial information in one secure location from anywhere, at any time. This password protected, secure and encrypted personal website is accessible only to you and your Baystate advisory team, allowing you to collaborate on-line, in real time.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck