Taking the Confusion out of Retirement Planning.
Baystate Financial is a full service financial services firm. We also provide guidance on and implementation of group, executive benefits and corporate sponsored retirement plans; life, disability Income and long-term care insurance; and strategies for estate and charitable planning.
Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and knowing they have made informed and appropriate decisions that make sense of the complex financial lives they tend to lead.
Talk with me. I'll help you prepare for the future ahead.
I'm available to meet with you if you would like more information or assistance.
Gary Thibeault
Financial Advisor
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This award was issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2024: 02/01/2024, 04/10/2023 through 10/31/2023. 2023: 2/01/2023, 05/23/22 through 2/06/2023. 2015: 01/01/2015, 5/18/14 through 11/5/14. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit http://www.fivestarprofessional.com.