Baystate Financial

Main Office

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

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

David C. Porter

Managing Partner of Baystate Financial

Mike Yoken

Managing Partner of Baystate Financial

Gregory Meahl

Managing Partner of Baystate Financial

Our Financial Professionals

  1. Michael "Mike" Arnheiter

    CLU®

    Baystate Financial

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Estate Planning
    • Business Succession Planning
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    Languages:

    • English
    • Robert "Rob" Berman

      CRPC®

      Baystate Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Estate Planning
      • Group Benefits
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      Languages:

      • English
    • Gerald "Jerry" Breen

      Baystate Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Retirement Income Planning
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      Languages:

      • English
      • Charles "Charlie" Brown, IV

        Baystate Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • LGBTQ
        • Estate Planning
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        Languages:

        • English
        • Eugene Kerrigan

          ChFC®, CLU®

          Baystate Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Joe D'Amore

            ChFC®, CLU®

            Baystate Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Financial Education
            • Risk Management Strategies

            Languages:

            • English
            • Joseph Davies

              CFP®, ChFC®

              Baystate Financial

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Retirement Income Planning

              Languages:

              • English
              • Andre L. de Oliveira

                Baystate Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • College Funding Strategies
                • Estate Planning
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                Languages:

                • English, Spanish
              • Will England

                Baystate Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Retirement Income Planning
                • Show More

                Languages:

                • English, French
                • Jerald "Jerry" Facey

                  ChFC®, CFP®, CLU®

                  Baystate Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Retirement Income Planning
                  • Group Benefits
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                  Languages:

                  • English
                  • Andrew Getchell

                    Baystate Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Business Owners
                    • College Funding Strategies
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                    Languages:

                    • English
                    • George F. Grant, Jr.

                      Baystate Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Business Owners
                      • Military
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                      Languages:

                      • English
                      • Frank "Hank" Hynes

                        Baystate Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • College Funding Strategies
                        • Estate Planning
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                        Languages:

                        • English
                        • Rebecca Lynch

                          Baystate Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Financial Education
                          • Retirement Income Planning
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                          Languages:

                          • English
                          • Lucas "Luke" Matarazzo

                            Baystate Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Business Owners
                            • Retirement Income Planning
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                            Languages:

                            • English
                          • Daniel C. Matson

                            Baystate Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Business Owners
                            • College Funding Strategies
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                            Languages:

                            • English
                          • Kevin C. McGrath

                            Baystate Financial

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Retirement Income Planning
                            • Retirement Strategies
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                            Languages:

                            • English
                            • Joseph N. Moore

                              CFP®

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Business Owners
                              • Retirement Income Planning
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                              Languages:

                              • English
                              • Marchaun Morrison

                                JD**

                                Baystate Financial

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • LGBTQ
                                • Business Owners
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                                Languages:

                                • English
                              • Michael Perisho

                                CRPC®

                                Baystate Financial

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Rico Piatelli

                                  CFP®

                                  Baystate Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Business Owners
                                  • Military
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                                  Languages:

                                  • English
                                  • Joseph "Joe" Selvaggi

                                    Baystate Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Business Owners
                                    • Special Care
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                                    Languages:

                                    • English
                                    • Daniel St Jean

                                      Baystate Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Retirement Income Planning

                                      Languages:

                                      • English
                                      • Rachele Stivaletta

                                        CRPC®

                                        Baystate Financial

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Retirement Income Planning
                                        • Estate Planning
                                        • Show More

                                        Languages:

                                        • English
                                        CRN202109-253382