Baystate Financial
Baystate Financial

Baystate Financial

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Introduction: Integrity - At all times your objectives and needs will be paramount in developing a unique plan, which is customized for you, your family and your business. Professionalism – It is my commitment to stay current with products, risks, and market trends that are applicable to your financial planning needs. Communication – I believe listening is critical and asking thoughtful questions is a key component in achievement of successful results for you. My primary goal is to empower you to make better decisions on your terms. Teamwork – Backed by a team of professionals who are among the most respected in the industry, we focus these talents and specialties on behalf of you, the client. I like developing meaningful relationship with my clients so I can understand them better and become indispensable. Its very fulfilling when you help people you genuinely care about.
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Reviews
5.0

3 reviews

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Andrew L.
May 1, 2016
Alex is my go to guy for financial planning and life/disability/long term care. He did a fantastic job for my family and several of my clients. He's great at explaining the issues and the reasons for his recommendations and the presentations and materials provided by his team make financial plans understandable.
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Tamala B.
May 2, 2016
Alex has helped me tremendously in preparing for retirement as well investing smart and attaining excellent and affordable life and disability insurance. As a successful small business owner,I appreciate his knowledge and expertise so that I can continue to grow my business without too much worry and growing my financial portfolio. I recommend working with Alex, if you want outstanding service and expertise in insurance and financial planning.
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Melanie J.
Dec 6, 2016
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Hired on Thumbtack

Hired on Thumbtack

Outstanding, Very helpful!!!
Personal Financial Planning