Patrick R. McCormick
Financial Planner
978-373-1077
pmccormick@baystatefinancial.com
Patrick McCormick
As a Financial Planner, Patrick works with individuals and families to help them define their long-term financial goals, and then develop a customized plan to assist them in achieving those goals. He also works with business owners to develop strategies that address the complex issues surrounding employee benefits, retirement plans and business succession concerns.
Baystate is a premier, full service financial firm
- Founded in 1901 Baystate is one of New England’s oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.
- Baystate’s broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. We also offer a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs.
Baystate offers comprehensive and coordinated service, not just products
- Baystate provides a unique, top line client experience based on service. This qualitative approach enables Baystate representatives to develop comprehensive strategies and solutions and provide some of the best planning advice in the industry.
- Baystate representatives utilize three important steps: a qualitative fact-finding process that includes face to face consultations with clients to understand their needs and goals: an analysis of findings to develop a comprehensive and customized financial strategy and recommendations:and implementation with periodic meetings and monitoring to ensure that clients are achieving their financial goals.
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