What are the responsibilities and job description for the Financial Planning Specialist position at Baystate Financial?
About Baystate Financial
Baystate Financial is a leading financial services firm with a rich history dating back to 1901. Headquartered in Boston, Massachusetts, we have established ourselves as a trusted partner for individuals and families seeking comprehensive financial guidance.
We offer a wide range of financial solutions, including financial planning, business and estate planning, retirement planning, and investment products. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through informed and personalized advice.