
Mark S. Bowenemail
Baystate Financial - Wampanoag Trail
501 Wampanoag Trail, Suite 200
East Providence, RI 02915
East Providence, RI 02915
Professional Story
I offer total financial needs analysis, including access to trust services, 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 Private Wealth & Trust, FSB
Affiliations & Memberships
Financial Planning Assocation, National Assn. of Insurance & Financial Advisors
Languages: English
Credentials: MBA, ChFC®, CLTC, CASL®
Specialties:Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning
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