
Diane DiTullio Agostinoemail
Baystate Financial
Boston, MA 02110
Professional Story
Diane DiTullio Agostino is a Financial Planner who focuses on advising clients on both their personal and business needs with Baystate Financial.
Diane first joined Baystate Financial in 1975 as an Insurance Broker. Her long-term relationships with clients span several generations. She works closely with clients gathering their information to complete a financial fact finder which is essential to both short and long-term planning. Diane utilizes financial planning programs to help her clients achieve their goals and dreams.
Diane graduated in 1975 from Simmons College with a double major in Mathematics and Economics. Her field of study was economic forecasting. Diane managed DiTullio Insurance Agency, Inc. as a licensed insurance broker for five years. In 1996, Diane became an agent of New England Financial which was then merged with MetLife. In 2017, with the MetLife merger to MassMutual, Diane continues to serve her clients.
Diane resides in Milton MA and has three children and five grandchildren.
Diane has volunteered since her teenage years for her hometown of Milton. She has served on the Warrant Committee for four years and as a Selectman for three years. She has continuously served as a Milton Town Meeting Member since 1983 and currently serves as Chairperson of Milton's Commission on Disability.
"We are committed to delivering superior personal service and sound guidance. We work with you to earn your trust to help you achieve your dreams." ~ Diane
Any questions, any time, please call Diane at 617-834-4848 or email Diane at dagostino@baystatefinancial.com
Diane's full Bio and invaluable videos and calculators are on her website: https://reachingfinancialdreams.com
Education
Simmons College (1971-1975) BS Mathematics & Economics
Hobbies
Photography, Community Vounteer, Gardening, Writing, Biking, Beach Time
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc
Community Involvement
Former Milton Selectman (3yrs), Former Warrant Committee Member (4yrs), Chair, Milton Commission on Disability, Milton Town Meeting Member since 1983
Languages: English
Specialties:Financial Planning, Estate Planning, Business Succession Planning, Investment Strategies, Insurance Strategies, Business Owners, Group Benefits, Retirement Income Planning, Retirement Strategies, Financial Education, Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheck