Baystate Financial

Main Office

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

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See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  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
          • 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
            • Ryan Duggan

              Baystate Financial

              Focus:

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

              • English, French, Spanish
              • Will England

                Baystate Financial

                Focus:

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

                              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
                                  • Show More

                                  Languages:

                                  • English
                                  • Daniel St Jean

                                    Baystate Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Retirement Income Planning

                                    Languages:

                                    • English
                                    CRN201905-211178