Jim Finlay - Baystate Financial

10/14/2026

A modern, integrated platform built for what’s next. ​
Experience independence, elevated at Baystate Financial.

Explore more: https://bit.ly/3VPglNC

10/12/2026

https://lnkd.in/p/gpQbMswi

Vermont in the fall is something special! Last week, James Finlay and I had the pleasure of visiting our Baystate Financial Vermont team for an evening of great conversations, team bonding, and a little fun before heading to the University of Vermont Grossman School of Business the following day! We...

10/07/2026

Trust-driven. Future-focused. ​

Build a legacy withBaystate Financial that lasts for generations. ​

Learn more at https://bit.ly/3Ud4YhZ

10/01/2026

With Baystate Financial you have the freedom and flexibility backed by our support to fuel your growth. Let’s connect to get started in exploring a new career.

09/30/2026

Join Baystate Financial where you have the freedom and flexibility to access support when you need it. Do more - with us.

09/28/2026

What matters most to you when choosing a firm? At Baystate Finacial, we can help you achieve what’s most important to you—whether it's support, resources, or flexibility—so your practice can thrive. Learn more at Baystatefinancial.com.

09/25/2026

Great being on campus again at Central Connecticut State University yesterday representing Baystate Financial with Katie Martineau at the Accounting & Finance Career Fair. Met some amazing students, athletes, coaches, Abbott Burrell. Ran into a few former colleagues who continue to soar, Sydney Dzurka and Alexis Killiany. Most importantly, my nephew, CCSU senior and namesake James Finlay. I could not be more proud of what you have accomplished in the last four years and where you are going in life.

09/23/2026

At Baystate Financial, we're committed to investing in AI to empower our advisors. By focusing on tools for transaction assistance, providing data insights, and driving efficiencies, we help our advisors spend more time on revenue-generating activities that drive their businesses forward. ​

Discover how our innovative approach is shaping the future of financial services. Learn more at https://bit.ly/4iKOK9N

09/21/2026

🍂 Excited to share three unique Baystate events happening this October!

Whether you're a financial advisor looking to grow in the business owner market and learn from a high-performing advisor panel, a CPA serving business owners, a business owner interested in tax-efficient retirement and wealth-building strategies, or someone looking to strengthen your relationship with money through mindset, healing, and practical planning techniques, there's an event designed for you!

09/18/2026

When you partner with Baystate Financial , you’ll benefit from a model that balances support and independence. Message me to begin a conversation. Join us today!