Kristen Heller


    Focus: Insurance Strategies, Risk Management Strategies, Estate Planning, Retirement Income Planning, Financial Education, Business Succession Planning, Business Owners

    Languages: English

    Everyone's financial situation is different and sifting throught it can be complex.  Whether you are looking toward a secure retirement or just starting a college savings for your children, I use a partnered approach; working closely with you and leveraging the team resources at Baystate to draw upon the knowledge of associates and field specialists.  Together we work to understand your financial goals and develop a customized comprehensive strategy designed around your current and future needs.  I collaborate, not dictate.

    I know first-hand how overwhelming it is to find a trusted financial professional to help you with your financial future.  The relationship you form spills into all aspects of life. When my mom's struggle with Parkinson's Disease forced us to make tough decisions, my advisor relationship was invaluable.  Knowing some harsh realities we and others in similar situations face, is what motivates me every day to help you reach your goals and mitigate risks you cannot predict.

    New England has always been my home and Holliston, Massachusetts is where my husband, Chris and I are raising our two boys.  Whether venturing out on the beaches of Cape Cod, visiting the ski mountains of New Hampshire or camping in the green forests of Vermont, my family and I enjoy all that New England has to offer.

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    Southborough Satellite Office

    Satellite Office

    134 Turnpike Rd. Suite 300
    Southborough, MA 01772

    CRN202102-243603