Lucas "Luke" Matarazzoemail
200 Clarendon St 19th Floor
Boston, MA 02116
Professional Story
As a CERTIFIED FINANCIAL PLANNER™ professional, Lucas helpsindividuals, families and business owners clearlydefine theirgoals and achieve peace of mind.Lucas believes a financial advisor should bea lifelong resource to his or her clients,dedicated to assisting them throughout the various stages of their lives. At Baystate Financial, Lucas is able to draw upon the wealth of knowledge from a team of specialists to create custom designed financial strategies for his clients.
Lucas graduated from Bates College and holds his Series 7, Series 66 as well as Life and Health Insurance licenses. He currently lives in Charlestown with his wife and during his free time enjoys photography, coaching youth basketball, reading and traveling.
Lucas' core values as a financial advisor are transparency, accountability, and dedication to excellent client service.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Financial Education
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- Group Benefits
- Charitable Giving
- College Funding Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
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