Andre L. de Oliveira

    Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Estate Planning, Retirement Income Planning, Risk Management Strategies, Business Succession Planning, Business Owners, Group Benefits, Financial Education

    Languages: English, Spanish

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    I was born in Brazil, and have been living in Massachusetts since 2000. I speak Portuguese fluently, but I've picked up a little of the Boston accent. I love creating meaningful relationships with people from all cultures, which allow me to learn more and more every day.

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    Baystate Financial

    Main Office

    200 Clarendon Street 19th Floor
    Boston, MA 02116-5021

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