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MassMutual financial professional.

Will Englandemail

Baystate Financial

One Marina Park, Suite 1600
Boston, MA 02110

  • Professional Story

    As a financial services representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide the below financial solutions to prospects and clients. 


    Brief List of Advisory Services:

    ✓ Examining Present Situation 
    ✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.
    ✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies
    ✓ College Education Planning
    ✓ Advanced Tax Strategies and Business Owner Services
    ✓ Estate Legacy Planning
    ✓ Insurance Needs Analysis
    ✓ Repositioning Old Accounts, Rollovers, Rebalancing

    My goal is to become a lifelong resource to my clients, and am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for clients. 

    Hobbies

    Travel
    Golf
    Hockey
    Fitness

  • Languages:
    • English
    • French

  • Credentials:
    • AWMA®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Retirement Strategies


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