Jonathan J. Beni Financial Advisor at Baystate Financial

Jonathan J. Beni Financial Advisor at Baystate Financial My goal is to assist families and business owners build their financial freedom. I hold a B.A.

As a Financial Advisor, my mission is to assist individuals, families and business owners in defining their financial goals and achieving financial independence. My practice focuses primarily on providing a broad range of custom tailored wealth and risk management solutions geared towards my clients investment, retirement and estate conservation needs. I strive to establish long-term relationships

with my clients based on mutual trust and integrity. I work closely with my clients by first helping them evaluate their current financial situation, helping them visualize, define and prioritize their financial and lifestyle goals a later design a comprehensive strategy to help them achieve the life they envision. I meet my clients in person on a regular basis to review their progress and make adjustments, if necessary along the way. in Economics from Tel-Aviv University and have over 15 years of experience in the Financial Services Industry. I am licensed to sell insurance in MA, RI I hold FINRA Series 6, 7, and 63 licenses. I am licensed to sell securities in: MA, RI 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: 1 Marina Park Drive 16th Floor, Boston, MA 02210 617-585-4500

09/09/2026

For Warren Buffett, “never lose money” has less to do with sidestepping every decline and more to do with avoiding the kind of permanent loss that disrupts long-term compounding.

09/08/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

09/08/2026

On the surface, U.S. corporate credit looks almost boringly healthy. That calm is the problem. High and rising rates will leader to higher corporate defaults.

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

09/07/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

09/05/2026

Digital tools are giving small businesses new ways to compete, grow and operate more efficiently.

09/04/2026

Want your business to pop up in AI queries? And be suggested to your ideal customers? Here’s a specific plan.

09/03/2026

What do you do when inherited silver is worth more as cash than as keepsake? Wall Street Journal writer Robbie Shell debates whether to sell her inherited family sterling silver to a dealer to be melted down for cash.

09/02/2026

The billionaire philanthropist Bill Gates urges regulation and global coordination to prepare for the likely harms to employment, safety and well-being.

Address

134 Turnpike Road Suite #300
Southborough, MA
01772

Opening Hours

Monday 10am - 8pm
Tuesday 10am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm

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