Baystate Financial

Baystate Financial

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05/21/2026

We’re proud to recognize several Baystate advisors who were recently honored with the MassMutual Community Service Award!

Congratulations to gold recipient Brian J. Waddell, CFP®, RICP®, CEPA®, AIF® for his support of MAKE A WISH FOUNDATION CHARITY of CT, as well as silver recipients Jason Sebell for Read to a Child, Keith Wolff, CFP®, CLU® for Hartford Youth Scholars, and Greg Meahl for Glen Urquhart School.

As part of the program, MassMutual provides a $10,000 grant to the charity of choice for gold recipients and $5,000 grants for silver recipients, helping extend the impact these organizations make in their communities. We’re grateful to have advisors who continue to make a difference both in their practices and beyond. Congratulations to this year’s recipients, and thank you for representing Baystate so well!

05/07/2026

Ciao from Sorrento! Baystate’s top advisors and their guests recently traveled to the stunning Amalfi Coast for the 2026 Blue Chip Council Conference. From breathtaking views and charming cobblestone streets to unforgettable dinners under the Italian sky, the trip was a celebration of the advisors whose dedication, leadership, and impact continue to drive excellence across the firm. Here’s a glimpse into an incredible few days together!

Photos from Baystate Financial's post 04/28/2026

Our Baystate Wellesley office hosted its second annual Bring Your Kids to Work Day, complete with a gaming truck, caricature artist, and activities for kids of all ages. Thank you to our Culture Committee for creating such a fun, memorable experience for our associates and their families!

Photos from Baystate Financial's post 04/14/2026

At Baystate Financial, we believe financial education is the first step toward financial confidence. Whether you aced this quiz or learned something new, we're here to help you turn knowledge into action.

This April and every month, we're committed to helping our community make informed, empowered financial decisions.

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