Baystate Financial

Baystate Financial, based in Brattleboro, VT, is a trusted financial planning partner with over a century of experience guiding individuals, families, business owners, healthcare professionals, executives, and IAFF members towards financial security. Their core principles of guidance, insight, and results drive their robust financial planning services, investment management tools, and risk management strategies to help clients make informed decisions and achieve their life goals.

With a dedicated management team and a commitment to supporting at-risk children and families in local communities through the Baystate Foundation, Baystate Financial offers a comprehensive range of services tailored to meet the unique needs of each client. Their focus on diversity and non-discrimination ensures an inclusive approach to financial planning, while their registered representatives provide securities and investment advisory services to help clients navigate their financial journey with confidence.

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