About Baystate Financial
Baystate Financial serves as a key cornerstone to Patrick’s business. Since its founding in 1901, Baystate provides comprehensive financial services, estate planning, business succession planning, retirement funding, education funding strategies, investment management, and life and disability income insurance resources for its financial advisors to support their diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 325 advisors and 250 support associates, many of whom contribute to building financial plans for a wide variety of individuals and businesses.
Baystate Financial’s strategy is tailored to help fulfill client’s individual goals, with the understanding that every client’s goals are different.