Baystate Financial is one of New England's oldest and largest financial services firms, and is our central resource for robust financial planning services, investment management tools, and risk management strategies. We work in conjunction with Baystate's team to construct extensive plans designed to help you achieve your financial goals.
Working with a broker-dealer allows us to buy and sell securities on your behalf. Through our affiliation with MassMutual, we purchase and sell bonds, stocks, exchange-traded funds (ETFs), and mutual funds pertaining to your specific goals and needs. Client statements and other important tax documents are sent directly from MassMutual.
All financial markets must utilize a brokerage firm that acts as a designated clearinghouse. MassMutual uses National Financial Services LLC to validate and finalize transactions related to your account while also providing SFP Wealth with back-office support, comprehensive wealth management solutions, and innovative technology capabilities.