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Plan.
Collaborate.
Succeed.

Navigating Success Together

Navigating Success Together

We are pleased to have formed the North River Team at Baystate Financial to combine the experience, talents and expertise of our advisors and support staff in an effort to provide the highest level of client service. With over 100 years of combined experience as financial advisors, we bring a wealth of knowledge to those we serve. We are committed to acting as stewards of our client’s best interest. Our mission is to collaborate with clients and build a custom plan designed to achieve their goals. This formula promotes a significant lifetime client connection as we guide them towards financial independence.

Strategies for Today and Beyond

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance.  We offer a straightforward approach to building financial strategies focused around you, your schedule, and your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. 

Wealth Management

Make your money work for you with your unique risk tolerance.

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Financial Planning

Create a plan for your financial goals, both short and long term.

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Insurance Services

Understanding what is important to you and what needs protecting

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Employee Benefits

We provide a consultative review of all your employee benefits.

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Professionals <br/>Who Care

Professionals
Who Care

How Much Money Do I Need for Retirement?

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Resource Library

Living day-to-day without developing a Financial Plan can result in families living their lives with a lack of emergency savings, out-of-control spending, no financial security, a higher likelihood of going into debt, and more financial stress. By developing a Financial Plan...

Our 3-step Process

Get to Know Each Other

The more we know about you, your finances, and your goals, the better we can help.

Make a Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Schedule a
Consultation

Our Mission is to replace your financial anxiety with relaxed confidence. Let's talk and see how we can help you.

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