Mark S. Bowen

Credentials:
  • MBA
  • ChFC®
  • CLTC®
  • CASL®

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

Languages: English

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

See Mark’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Mark

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Baystate Financial - Wampanoag Trail

Satellite Office

501 Wampanoag Trail Suite 200
East Providence, RI 02915

CRN201912-180567