Peter Petri, Managing Director Baystate Financial

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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 potential? 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

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

Looking for ways to support clients' long-term financial goals? Clients with term life insurance may have options to convert to permanent coverage.

Learn about the available conversion options, then let's connect to discuss how they may benefit your clients.

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

https://bit.ly/4B0KFFf

10/08/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help your clients protect what matters most.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

09/28/2026

Protect your business and shape your future. I can help.

09/23/2026

📥 Applications are now open for MassMutual’s new Whole Life 95 and Whole Life Guard 10 Pay. Get ready to help meet a broader range of client needs, backed by a legacy of long-term stability.

https://bit.ly/4dSms9U

09/21/2026

With nine solid quarters of sales above 115 billion dollars, annuity sales are still popular when it comes to retirement planning. Let’s go over your annuity strategy and ensure
your clients are getting the full picture when it comes to guaranteed lifetime income.

09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

Address

301 Edgewater Place Suite 200
Boston, MA
02116

Website

https://www.baystatefinancial.com/

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