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Welcome! Thank you for visiting.
As a investment advisor 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 financial solutions to my clients and their families. My goal is to become a lifelong resource to my clients, and I 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 my clients.
I hold a BS in Business Administration from Whittemore School of Business at the University of New Hampshire. I have over 6 years of investment advisory experience and hold Series 65, 6 & 63 as well as Life, Accident & Health Licenses.
I live in Rye, NH with my wife Jen. I am the Past-President of the Seacoast Rotary Club of Portsmouth.
During my free time, I enjoy playing guitar, golfing, skiing and watching movies.
As a client of ours, Personal Financial View is another valuable tool we can provide to you. Please check out this link to see how Personal Financial View can help you simplify your Financial Picture: http://mediahub.financialpicture.com/view/9506/2094
I hope you find this site informative and useful. Free free to contact me if you would like more information about a particular product or service.
I look forward to hearing from you.
Matt