Baystate Financial Services

Creteau Hackett La Chapelle, located in Rochester, NH, is dedicated to helping clients achieve lasting financial confidence through personalized financial services. The firm operates under Cetera Wealth Partners, offering a range of brokerage and investment advisory services tailored to meet individual client needs. With a team of registered representatives and investment adviser representatives, Creteau Hackett La Chapelle provides comprehensive financial solutions while adhering to regulatory standards. Their commitment to understanding each client's unique circumstances ensures a tailored approach to financial planning and investment management. Generated from the website

Baystate Financial, a trusted financial planning partner for over a century, focuses on delivering guidance, insight, and results to its clients. Their comprehensive services encompass financial planning, investment management, and risk management strategies, all designed to help individuals, families, business owners, and healthcare professionals achieve their financial goals. With a commitment to community support through the Baystate Foundation, the firm actively contributes to programs that aid at-risk children and families. Their dedicated leadership team and a variety of financial wellbeing resources aim to enhance the financial security of clients across the New England region. Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website