Daniel C. Matson


    Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Risk Management Strategies, Retirement Income Planning, Financial Education, LGBTQ

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    See Daniel’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Daniel

    Baystate Financial

    Main Office

    200 Clarendon Street 19th Floor
    Boston, MA 02116-5021

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    CRN201912-180567