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Baystate Financial - Boston

Special Needs Financial Planners
  • Location Address: 200 Clarendon Street, 19th & 25th Floors | Boston, MA 02116
  • reviews Rating: 3.40 (5 reviews)
InsurancesInsurances:
No info provided
Ages ServedAges Served:
Children to adults
Care SettingsCare Settings: No info provided

About Baystate Financial - Boston

While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way. Financial planning means many things to many people. At Baystate Financial, financial planning provides direction and clarity to your financial decisions. By viewing each financial decision as a part of a wider strategy, we help you to consider the short and long-term effects of today’s choices on your future financial goals.

Reviews

3.40
5 Reviews
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Age Ranges Served

  • person icon Children to adults

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Languages

  • English

200 Clarendon Street, 19th & 25th Floors, MA, 02116

Get in Contact

  • orange phone icon (617) 585‐4500
  • orange mail icon jconstantine@baystatefinancial.com

Reviews

Beaming’s Promise to Families

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3.40
(5 Reviews)
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All Reviews
google review

Highly recommend Curtis. He is fabulous to work with.

Sarah Stiffler
17 March 2024
google review

spam emails to my work email are very innapropriate.

Ethan R
17 March 2024
google review

Received 2 unsolicited emails within 5 minutes to my work email about personal finance management. Dont know how they got my work email but incredibly inappropriate to reach out that way.UPDATE Ive received the same auto sent email 4 times now marked them as spam.

Jamin Wright
17 March 2018
google review

I highly recommend Jerry Facey as your next financial adviser.One thing that stood out to me was how knowledgeable Honest and down to earth he is. He really seem to care and understand my familys financial goals.

Tai Gur
17 March 2017
google review

OUr financial advisor Janice Berner is absolutely the best. I have so often found that financial advisors try to sell you products and I always feel like Janice is working for me and has my best interest in mind. I thoroughly and implicitly trust her.

Kris Girrell
17 March 2013

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