
Thomas E. Ruggieroemail
Needham Satellite Office
Needham, MA 02494
Professional Story
With over 40 years of experience, I provide consultative services to help my clients work towards financial independence. I take a thorough and straightforward approach to helping clients manage their finances. I assist in developing and implementing financial strategies designed to align with individual goals and circumstances.
At Baystate Financial, I utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients. As a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), my areas of expertise include Investments, Financial Planning, Life Insurance, Annuities, Estate Preservation Planning and Executive Benefits.
Languages: English
Credentials: ChFC®, CLU®
Specialties:Insurance Strategies, Investment Strategies, Charitable Giving, Estate Planning, Risk Management Strategies, Business Succession Planning, Business Owners, Retirement Income Planning
Check the background of this investment professional on FINRA's BrokerCheck