JOSEPH DAVIES, CFP®, ChFC®
Private Wealth Advisor
CUSTOMER CENTRIC, FULL SERVICE FINANCIAL PLANNING
BAYSTATE FINANCIAL
Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England.