Aquidneck Island resident Maryse Poirier has spent the vast majority of her life raising her family in Portsmouth and working in the local community.
About eight years ago after having worked in health care for decades, she transitioned into the financial industry and has worked in the business ever since. Maryse spoke about why she now works in finance, “With working in positions that allowed me to learn just how important it is to be prepared for the unexpected, I've come to want to help those who will benefit from financial education and wellness. Preparing for that next step in life isn't always easy. Every individual has their own unique scenario when it comes to goals, and I strive to get to know my clients and what is important to them.”
She continued speaking about her own personal experiences with financial planning, “Having had a father who had a massive stroke when I was 10 years old, the importance of mitigating the risk of protected income is paramount. With my 93 year old mother being in a long term care facility, I’ve seen the importance of long term care insurance first hand. This, together with planning for education and retirement has driven home the importance of long term planning and risk management. I am passionate about building relationships with my clients that are based on trust, integrity, and understanding individual needs.”
Through Baystate Financial, who Maryse works for and has an office located at 210 Bellevue Ave, Newport, she is a Financial Representative who is a Series 6 & 63 licensed broker, with licensing also for Life, Disability, and Long Term Care Insurance. She can offer clients services such as if a client is looking to roll over a 401K, or to set up a SEP, annuity, or brokerage account, “ I'm here to aid you every step of the way,” says Maryse.
For over 100 years, Baystate Financial has provided Insurance, investment strategies, estate planning, business succession, employee benefits, retirement funding and education strategies. I have access to a team of professionals to meet your financial goals, and am very proud to be a part of this exceptional organization.
When asked what motivates her in her work Maryse commented, “The thing that motivates me most about this business is knowing that I have helped to educate my clients in a way that has made things easy and clear, so they are able to make choices and decisions on how to navigate their financial wellness.”
Baystate is involved with many community organizations, and gives back regularly with a strong focus on caring for those in need.
“My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goats, estate strategies, and insurance needs,” said Maryse.
Whether your goals include preparing for milestones in life events like retirement or college, or whether you're simply looking for life, disability income, or long term care insurance protection, Maryse promises clients a new level of attention, insight, and capability.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Maryse’s Licenses and Disclosures