John Sbrogna, Derek Happy & James McLaughlin
John Sbrogna, Derek Happy & James McLaughlin
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John Sbrogna, Derek Happy & James McLaughlin

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Personal Financial View

National Financial

AssetMark

American Funds

Symmetry / TDAmeritrade

Manager's Choice / AMG Funds

MFS Investments

Jackson National

Transamerica

Pacific Life

 

 

Since 1901, Baystate Financial has established and upheld a tradition of excellence with integrity. We have responded to the needs of our distinctive clients with an unequaled level of experience and knowledge in
financial services. Over our long history, more than 25,000 individuals and businesses throughout the six New England states have benefited from our products and services.

Many of our clients have begun, or are preparing for a new stage of life. They come to us seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. We realize that no two clients are alike, even though they may share similar concerns. That is exactly why we take the time to learn who you are, what's important to you, and what you want to accomplish with your wealth – for yourself and future generations.

We offer a unique proposition that truly adds value to you and your family, no matter what stage in life you're at. Everything we do at Baystate Financial revolves around YOU, your goals, dreams, and aspirations and what needs to be done to achieve these.

We're here to put in place a plan for YOU. We're here to educate and to help YOU understand and not to confuse you with complicated investment and product jargon. So read on and see for yourself why Baystate Financial really is different and how we can help you achieve those goals you've set for yourself in life and business.

Building strong client relationships is the focus of Baystate Financial.  Our firm has helped people pursue their financial and wealth management goals since 1901 and is committed to earning your trust by offering candid financial advice and pro-active investment guidance.

We look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.

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*Not practicing on behalf of MML Investors Services, LLC or its affiliates.

Securities, investment advisory and financial planning services are offered through qualified representatives of MML Investors Services, LLC, Member SIPC. 200 Clarendon Street, 19th Floor, Boston MA 02116. (617) 585-4500. 

CRN202206-265767

 

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