Peter Petri, Managing Director Baystate Financial

Peter Petri, Managing Director Baystate Financial Managing Director Baystate Financial Have you heard the Baystate Financial story, do you know what you're missing? I am licensed to sell insurance in MA.

Whether you're an experienced advisory or just thinking about coming into the business, let me share with you what the future could hold! Are you handcuffed by your current firm, not getting the support you were promised, just starting out, or in a career that has limited upside potential, do you want to build a financial services career with personal flexibility as well has tremendous earning pot

ential? We are growing and looking for highly motivated individuals to join our high net-worth/private client team and help you build your own successful practice. We also work with many independent advisory on a brokerage basis, providing high-level case design, underwriting support and access to the full suite of Mass Mutual products. For individuals and business owners I offer a variety of tax efficient strategies and products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend comprehensive appropriate solutions. I am licensed to sell securities in: MA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversatio...
08/24/2026

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversation early to help clients prepare for a confident transition into retirement. Let's connect.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Available with UL Guard℠, the new LTCAccess℠ Rider II is designed to help clients plan and pay for qualified long term c...
08/10/2026

Available with UL Guard℠, the new LTCAccess℠ Rider II is designed to help clients plan and pay for qualified long term care services. See if this is a fit for your clients and reach out today:

https://bit.ly/45hiqDy

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/03/2026

Help your clients secure their legacy while preparing them for long term care. Let’s connect.

Retirees are seeking predictability as markets continue to be volatile. Morningstar notes that guaranteed income annuiti...
07/27/2026

Retirees are seeking predictability as markets continue to be volatile. Morningstar notes that guaranteed income annuities can raise sustainable retirement spending,
especially when paired with Social Security. Let’s talk about guaranteed income solutions that can provide greater peace of mind for your clients’ retirement.

Source: Morningstar, https://bit.ly/4yEnPlu

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.Even a hig...
07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Medical and dental professionals often carry high student loan balances. Disability income insurance with student loan p...
06/25/2026

Medical and dental professionals often carry high student loan balances. Disability income insurance with student loan protection can help your clients stay on track if a disabling illness or injury leaves them unable to work. Let’s connect.

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301 Edgewater Place Suite 200
Boston, MA
02116

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