Baystate Financial

Main Office

200 Clarendon Street, 19th Floor
Boston, MA 02116-5021

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

David C. Porter

Managing Partner of Baystate Financial

Mike Yoken

Managing Partner of Baystate Financial

Gregory Meahl

Managing Partner of Baystate Financial

Our Financial Professionals

  1. Diane DiTullio Agostino

    Baystate Financial

    Focus:

    • Business Succession Planning
    • Group Benefits
    • College Funding Strategies
    • Investment Strategies
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    Languages:

    • English
  2. Michael "Mike" Arnheiter

    CLU®

    Baystate Financial

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Estate Planning
    • Business Succession Planning
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    Languages:

    • English
    • Robert "Rob" Berman

      CRPC®

      Baystate Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Estate Planning
      • Group Benefits
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      Languages:

      • English
    • Gerald "Jerry" Breen

      Baystate Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Retirement Income Planning
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      Languages:

      • English
      • Charles "Charlie" Brown, IV

        Baystate Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • LGBTQ
        • Estate Planning
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        Languages:

        • English
        • Eugene Kerrigan

          ChFC®, CLU®

          Baystate Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Joseph Davies

            CFP®, ChFC®

            Baystate Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Retirement Income Planning

            Languages:

            • English
            • Andre L. de Oliveira

              Baystate Financial

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • College Funding Strategies
              • Estate Planning
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              Languages:

              • English, Spanish
            • Will England

              Baystate Financial

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners
              • Retirement Income Planning
              • Show More

              Languages:

              • English, French
              • Jerald "Jerry" Facey

                ChFC®, CFP®, CLU®

                Baystate Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Retirement Income Planning
                • Group Benefits
                • Show More

                Languages:

                • English
                • Andrew Getchell

                  Baystate Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners
                  • College Funding Strategies
                  • Show More

                  Languages:

                  • English
                  • George F. Grant, Jr.

                    Baystate Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Business Owners
                    • Military
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                    Languages:

                    • English
                    • Frank "Hank" Hynes

                      Baystate Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • College Funding Strategies
                      • Estate Planning
                      • Show More

                      Languages:

                      • English
                      • Rebecca Lynch

                        Baystate Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Financial Education
                        • Retirement Income Planning
                        • Show More

                        Languages:

                        • English
                        • Lucas "Luke" Matarazzo

                          Baystate Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                        • Daniel C. Matson

                          Baystate Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • College Funding Strategies
                          • Show More

                          Languages:

                          • English
                        • Kevin C. McGrath

                          Baystate Financial

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Retirement Strategies
                          • Show More

                          Languages:

                          • English
                          • Joseph N. Moore

                            CFP®

                            Baystate Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Business Owners
                            • Retirement Income Planning
                            • Show More

                            Languages:

                            • English
                            • Marchaun E. Morrison

                              JD**

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • LGBTQ
                              • Business Owners
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                              Languages:

                              • English
                            • Nicklas "Nick" Nagengast

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Business Owners
                              • Retirement Income Planning
                              • Show More

                              Languages:

                              • English
                            • Dapo A. Olagbaju

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Business Owners
                              • Retirement Income Planning
                              • Retirement Strategies
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                              Languages:

                              • English
                            • Michael Perisho

                              CRPC®

                              Baystate Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Rico Piatelli

                                CFP®

                                Baystate Financial

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Military
                                • Show More

                                Languages:

                                • English
                                • Daniel St Jean

                                  Baystate Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Retirement Income Planning

                                  Languages:

                                  • English
                                  • Rachele Stivaletta

                                    CRPC®

                                    Baystate Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Retirement Income Planning
                                    • Estate Planning
                                    • Show More

                                    Languages:

                                    • English
                                    • Gordon J. Thomas

                                      CFP®

                                      Baystate Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Business Owners
                                      • Retirement Income Planning
                                      • Show More

                                      Languages:

                                      • English
                                    CRN202109-253382