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Baystate Financial

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Boston, MA
Baystate Financial

For customer service please contact us at 617-585-4500. Visit our website at www.baystatefinancial.com. Please contact this office for further information.

Specializing in financial services, Baystate Financial has been providing customers with comprehensive financial solutions since 1901. Our associates can help you and your loved ones make educated financial decisions, because you should feel confident preparing for your financial future. Licenses and registrations will vary by representative and some representatives may be licensed and registered

in additional states. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 1 Marina Park Drive 16th Floor, Boston, MA 02210

05/21/2026

We’re proud to recognize several Baystate advisors who were recently honored with the MassMutual Community Service Award!

Congratulations to gold recipient Brian J. Waddell, CFP®, RICP®, CEPA®, AIF® for his support of MAKE A WISH FOUNDATION CHARITY of CT, as well as silver recipients Jason Sebell for Read to a Child, Keith Wolff, CFP®, CLU® for Hartford Youth Scholars, and Greg Meahl for Glen Urquhart School.

As part of the program, MassMutual provides a $10,000 grant to the charity of choice for gold recipients and $5,000 grants for silver recipients, helping extend the impact these organizations make in their communities. We’re grateful to have advisors who continue to make a difference both in their practices and beyond. Congratulations to this year’s recipients, and thank you for representing Baystate so well!

05/13/2026

Sometimes the most meaningful team moments happen outside the office.

Last night, members of our Baystate team visited The Boston House: Hope and Healing for Children with Cancer, where we prepared and served dinner for families staying close to their children receiving cancer treatment at Dana-Farber Cancer Institute and Boston Children's Hospital.

A warm, home-cooked meal may seem like a small thing, but for families navigating one of life's hardest journeys, it can offer nutrition, a sense of normalcy, and a quiet reminder that their community is behind them. We left with a deeper appreciation for the incredible work The Boston House does every single day!

🔗 Learn more: thebostonhouse.org

05/12/2026

Giving back feels good. A group of Baystate volunteers headed to the The Y of Greater Boston Community Food Access Club to help pack and distribute critical food supplies to families in need, because every family deserves a sense of stability.

This event was made possible through our partnership with MassMutual as part of , a company-wide initiative dedicated to strengthening the communities we call home.

A huge thank you to everyone who showed up and made a difference!

05/11/2026

Another legendary day at Fenway Park! The 2026 Baystate Financial vs. Commonwealth Financial Group Softball Game brought great competition, plenty of laughs, and an unforgettable time with an amazing group of people. Here's to the friendships built between the bases and the memories that last long after the final out. A huge thank you to our friends at MassMutual for making it all possible. Already counting down to next year!

05/07/2026

Ciao from Sorrento! Baystate’s top advisors and their guests recently traveled to the stunning Amalfi Coast for the 2026 Blue Chip Council Conference. From breathtaking views and charming cobblestone streets to unforgettable dinners under the Italian sky, the trip was a celebration of the advisors whose dedication, leadership, and impact continue to drive excellence across the firm. Here’s a glimpse into an incredible few days together!

05/06/2026

This week, we're celebrating YOU.

Behind every small business is someone who bet on themselves. The early mornings, the late nights, and the courage to build something from the ground up.

At Baystate Financial, we're proud to be part of communities shaped by that kind of dedication. This , we're lifting up every owner, operator, and dreamer who shows up every single day.

You make our communities worth showing up for.

04/28/2026

Our Baystate Wellesley office hosted its second annual Bring Your Kids to Work Day, complete with a gaming truck, caricature artist, and activities for kids of all ages. Thank you to our Culture Committee for creating such a fun, memorable experience for our associates and their families!

04/27/2026

Congratulations to all of the runners who took part in this year’s Boston Marathon!

We’re especially proud to highlight two of our own Baystate advisors, Taylor Kenrich and Janice Berner, who crossed the finish line-an incredible achievement and a testament to their dedication and perseverance.

We’re already looking forward to cheering on our Baystate crew next year!

04/23/2026

Here's a stat that might surprise you this Financial Literacy Month: The average American correctly answers just 49% of basic financial literacy questions, and that number has barely moved since 2017.

That's essentially a failing grade on the fundamentals that affect our everyday lives: budgeting, saving, investing, and planning for retirement. Here's what makes this even more compelling: 72% of adults say they would have made fewer money mistakes if they had learned personal finance in high school, and 73% say they'd be further ahead financially today. The desire to do better is there. The knowledge gap just hasn't closed.

That's exactly why programs like PlanWell™ exist. At Baystate, we believe financial education shouldn't be something people have to figure out on their own. Whether you're just starting out or planning for retirement, access to education and appropriate guidance can play an important role. This April, we're committed to helping close that gap – one conversation at a time. hashtag

04/14/2026

At Baystate Financial, we believe financial education is the first step toward financial confidence. Whether you aced this quiz or learned something new, we're here to help you turn knowledge into action.

This April and every month, we're committed to helping our community make informed, empowered financial decisions.

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Boston, MA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.baystatefinancial.com/contact

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