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Baystate Financial

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United States
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

07/21/2026

The boxes are packed. The countdown is almost over.

After many wonderful years in Wellesley, we're excited to officially open the doors to our new Needham, MA office next Monday, July 27th! Our space was thoughtfully designed to better support our advisors, associates, and the clients we serve, creating an environment for continued growth. We're looking forward to welcoming everyone to our new location and beginning this exciting next chapter together.

07/17/2026

Please join us in welcoming Calvin Chin to Baystate Financial as our Director of New Advisor Development!

With more than a decade of experience in advisor training and development, Calvin will work closely with our talent acquisition, training, and leadership teams to help new advisors build strong foundations for long-term success through onboarding, coaching, and professional development. We're excited to have Calvin on board and look forward to the impact he'll make across our organization.

Welcome to Baystate, Calvin!

07/13/2026

Three teams. One incredible cause. Baystate Financial and SFP Wealth had another remarkable showing at this year's Boston Children's Hospital Corporate Cup, with all three teams finishing in the Top 5 out of 66 companies and raising $36,300 to support Boston Children's Hospital.

We joined dozens of Boston-area companies for a day of field events, team spirit, friendly competition, teamwork, and community impact, all in support of children and families receiving care at Boston Children's.

This year, the Corporate Cup raised more than $1 million (and counting) for the Every Child Fund, helping advance lifesaving care, groundbreaking research, and family-centered services that make a lasting difference. Thank you to everyone who participated, donated, volunteered, and cheered us on. We're honored to be part of a community that continues to show up, give back, and make a difference!

07/08/2026

Last week, members of the Baystate Financial team joined advisors, leaders, and their families from across the country at the MassMutual Leaders Conference in what many call the most magical place on earth, Disney World!

From memorable evenings at SeaWorld and EPCOT to a fun-filled Baystate family dinner at Planet Hollywood, the week was filled with opportunities to connect, celebrate, and create lasting memories. Beyond enjoying the parks and spending time with family and colleagues, the conference was a chance to recognize the accomplishments of advisors at every stage of their careers while building relationships across the MassMutual community.

A special congratulations to Joe Moore, who was recognized as 2025 Sales Manager of the Year, and Tobias McCarthy, who earned the 2025 Freshman 5 Award. We couldn't be prouder of their achievements and the outstanding way they represented Baystate Financial. What a memorable week in Orlando!

07/02/2026

Two milestones. One incredible year!

America turns 250. Baystate Financial turns 125. And for 125 of those years, we've been proud to help individuals, families, and businesses plan for what matters most.

This Independence Day, we're celebrating a nation built on opportunity and a legacy we've had the privilege of building alongside our clients and communities.

Here's to the next chapter. Happy 4th of July!

07/01/2026

Our golf tournament at Pinehills Golf Club in Plymouth, MA was a hole-in-one! The tournament brought colleagues, clients, and supporters together for a day of competition, connection, and giving back, with all proceeds benefitting the Baystate Financial Charitable Foundation. Players took on the Nicklaus and Jones courses, competed in a putting contest, participated in raffles, and wrapped up the day with a reception celebrating the winners and the fundraising efforts.

A heartfelt thank you to everyone who participated and helped support our mission of giving back to the communities we serve.

More photos and tournament highlights coming soon!

06/30/2026

125 years in, and we’re still growing.

Something exciting is taking shape.
At the end of July, our Wellesley office will officially move to our new home in Needham—a space designed for collaboration, innovation, and continued growth. This move represents more than a new address. It’s an investment in our advisors, associates, clients, and partners, and in the future we’re building together.

We can’t wait to welcome you into our new space. Stay tuned for more behind-the-scenes updates and a look inside the finished office.

06/21/2026

Celebrating the dads who show up, support, and lead with care, both at home and in the communities we serve. Happy Father’s Day from all of us at Baystate Financial.

06/15/2026

We’re proud to share that Baystate Financial has once again been recognized among the Best Places to Work in both Rhode Island and Massachusetts. This year, we ranked #4 by Providence Business News and #17 by the Boston Business Journal in the small companies category.

These honors reflect the incredible people who make up our firm. Our associates create a culture rooted in support, collaboration, and growth, and it’s their commitment that makes achievements like this possible. We’re grateful for our team and proud to celebrate what we continue to build together.

06/11/2026

A beautiful afternoon, an incredible team, and memories we'll carry all year long. Our Associate Summer BBQ at Brae Burn Country Club was a true celebration of the people who make Baystate so special. Golf simulators, live music from T's Keys, great food, and even better company. Until next year!

Address

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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