Baystate Financial

We are a holistic financial planning firm, providing consultations to households & business owners. Areas of focus include: 

-Retirement & Income Planning
-Investments
-Tax Planning
-Insurance (Life, Disability, Medicare)
-College Education Planning
-Estate Planning
-Business Succession Planning
-Group Benefits / 401(K)
-Executive Compensation Plans

As a fiduciary & CERTIFIED FINANCIAL PLANNER™, I incorporate a team of in-house specialists, depending on case complexity & the scope of service.

Please reach out for an introduction. 

John Foley, CFP
(413) 301-4579
[email protected]