David C. Porter

Your Financial Journey
 
Baystate Financial’s team of over 300 advisors and 200 support staff build financial plans and personal wealth management programs for a wide variety of businesses and individuals.

From professional athletes to physicians to family-owned and closely-held business owners, every Baystate Financial strategy is tailored to help fulfill our clients’ individual goals.

Since 1901, we’ve provided comprehensive financial services, life and disability insurance, estate planning, business succession strategies, retirement funding, education funding strategies, and investment management to a diverse client base. Over a century of guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firm in New England.

From the beginning, a Baystate Financial Advisor becomes your personal guide and resource. To fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position.

From there, we help identify a broad range of financial products and services to compliment your personalized approach. Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.

Baystate Financial advisors go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize your financial strategy is more than managing money, it's providing the guidance, insight, results and service you need to secure your financial future.

Baystate Financial is built on the principles of integrity, trust, professionalism and competency—values that make Baystate Financial one of New England’s most respected and successful financial services firms. Baystate Financial and our team of associates, experienced professionals and advisors are committed to these principles and provide clients with the necessary information and planning to help them achieve financial success and stability.

The Baystate Financial team has one objective: to help you achieve your goals through guidance and leadership. We look beyond just the financial aspects of your life to understand you and the obstacles and challenges you likely will face. This personalized approach allows us to ensure your financial strategy fits who you are and where you are going.  A brief overview of these services includes:

• Fully Coordinated Financial Services
• Identifying your financial assets, goals, and strategy.
• Comprehensive Investment Advice
• Coordinated Succession Planning
• Integrated Retirement and Protection Programs
• Ensuring your hard work is protected

Today we have offices throughout the northeast and we have been repeatedly nominated as a Best Place to Work, outperforming firms of our size. We feel our growth is a direct result of our commitment to meeting the needs of our customers and associates.