Peter Petri, Managing Director Baystate Financial

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Boston, MA
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

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.

07/04/2026

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

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.

06/23/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

06/17/2026

Annuities continue to be popular with sales breaking records two years in a row*. Your clients demand guaranteed income and protection when it comes to their retirement.
Let’s talk over your strategy on how to provide what matters most.

06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your clients’ savings to support a more resilient financial foundation. Let’s discuss how this protection can support your clients' long‑term financial strategy.

06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Address

301 Edgewater Place Suite 200
Boston, MA
02116

Website

https://www.baystatefinancial.com/

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