As a Financial Advisor at Baystate Financial, Sandra works closely with her clients to develop a customized financial plan based on their unique situation, and provides ongoing financial advice to reach their objectives. Financial freedom is not a myth, she can help you get there the right way!
Sandra is able to use a team approach at Baystate and draw upon resources within the firm, such as attorneys, CPA’s, investment and insurance specialists to create specifically designed strategies. She believes that effective investing and planning can be achieved by reducing costs, taxes and risk through diversification, not by market timing.
Sandra has a BS degree from Babson College in Wellesley, MA. along with 20 years’ experience as a financial and tax specialist. Her licenses include Series 7, 66 and Life & Health. She is currently working on her CDFA, Certified Divorce Financial Advisor designation.
Her hometown is Shrewsbury, MA where she lives with her two daughters. She is also a Realtor, a member of the Central MA Board of Realtors and likes to travel every chance she gets.
She is happy to provide an Complementary Financial Meeting to discuss your situation and map out a path for a successful financial journey!
Babson College (1984-1988)
Live music concerts
- Insurance Strategies
- Investment Strategies
- Business Succession Planning
- Retirement Income Planning
- Business Owners
- Estate Planning
- Financial Planning ®
- Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheckSee Sandra’s Licenses and Disclosures