Baystate Financial

Main Office

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

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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. Diane DiTullio Agostino

    Baystate Financial

    Focus:

    • Business Succession Planning
    • Group Benefits
    • College Funding Strategies
    • Investment Strategies
    • Show More

    Languages:

    • English
  2. 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
                • Show More

                Languages:

                • English, Spanish
              • Will England

                Baystate Financial

                Focus:

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

                Languages:

                • English, French
                • David S. Essig

                  Baystate Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Jerald "Jerry" Facey

                    ChFC®, CFP®, CLU®

                    Baystate Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Group Benefits
                    • Show More

                    Languages:

                    • English
                    • Andrew Getchell

                      Baystate Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Business Owners
                      • College Funding Strategies
                      • Show More

                      Languages:

                      • English
                      • George F. Grant, Jr.

                        Baystate Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners
                        • Military
                        • Show More

                        Languages:

                        • English
                        • Frank "Hank" Hynes

                          Baystate Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • College Funding Strategies
                          • Estate Planning
                          • Show More

                          Languages:

                          • English
                          • Rebecca Lynch

                            Baystate Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Financial Education
                            • Retirement Income Planning
                            • Show More

                            Languages:

                            • English
                            • Lucas "Luke" Matarazzo

                              Baystate Financial

                              Focus:

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

                              Languages:

                              • English
                            • Daniel C. Matson

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Business Owners
                              • College Funding Strategies
                              • Show More

                              Languages:

                              • English
                            • Kevin C. McGrath

                              Baystate Financial

                              Focus:

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

                              Languages:

                              • English
                              • Joseph N. Moore

                                CFP®

                                Baystate Financial

                                Focus:

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

                                Languages:

                                • English
                                • Marchaun E. Morrison

                                  JD**

                                  Baystate Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • LGBTQ
                                  • Business Owners
                                  • Show More

                                  Languages:

                                  • English
                                • Nicklas "Nick" Nagengast

                                  Baystate Financial

                                  Focus:

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

                                  Languages:

                                  • English
                                • Dapo A. Olagbaju

                                  Baystate Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Business Owners
                                  • Retirement Income Planning
                                  • Retirement Strategies
                                  • 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
                                    • Lisafrancesca Souza

                                      Baystate Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Business Owners
                                      • LGBTQ
                                      • Show More

                                      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
                                        • Gordon J. Thomas

                                          CFP®

                                          Baystate Financial

                                          Focus:

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

                                          Languages:

                                          • English
                                        CRN202109-253382