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Strategic Alliances

Baystate Financial

Since 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 325 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses. Baystate Financial's strategy is tailored to help fulfill their client's individual goals, with the understanding that every client's goals are different. Learn more


MML Investor Services, LLC (MMLIS)

The Massachusetts Mutual Life Insurance Company (MassMutual®), founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally. MassMutual® provides financial products such as life insurance, disability insurance, long term care insurance, retirement/401(k) plan services, and annuities. Learn more


National Financial Services LLC

National Financial Services LLC is located in Boston, MA and is part of the Insurance Agencies & Brokerages Industry. National Financial Services LLC has 36,000 total employees across all of its locatios and generates $6.56 billion in sales (USD). The company offers clearing and custody, tax reporting, credit management, financial planning, and advisory services. Learn more