Rico Piatelli

Credentials:
  • CFP®

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

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

See Rico’s Licenses and Disclosures

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Contact Rico

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Baystate Financial

Main Office

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

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CRN201912-180567