One Focus.

CONNECT

Address:

65 LaSalle Road, Suite 200
West Hartford, CT 06107-2312

Phone:

860-521-2250

Fax/Other:

860-521-2214

NEFG & Baystate Financial

 

 

 

 

 

New England Financial Group merges with Baystate Financial.

Baystate Financial continues growth throughout New England.

Baystate Financial, founded in 1901, has announced its merger with New England Financial Group, founded in 1908, of West Hartford, CT.

“Our entire business is built on our relationships with clients. At all times, our clients are our top priority. We are pleased that Baystate Financial shares this same guiding principle,” said Jim Marlor, Managing Partner at New England Financial Group. “Combining forces with a firm like Baystate is an exciting step forward for our firm.” 

“We are excited to welcome the New England Financial Group team of 60 advisors and staff to Baystate Financial. Together, we will draw on our decades of experience in financial planning to enhance our combined client service offering,” said David C. Porter, Managing Partner of Baystate Financial. “Focus has played an instrumental role in our expansion throughout New England and the New England Financial Group is the ideal partner to help us achieve our vision of becoming the preeminent wealth management firm in New England.”                                                                          

Through this merger, Baystate Financial is comprised of a team of over 350 advisors and 250 support associates, all whom contribute to building financial plans for a wide variety of individuals and businesses. With 17 offices throughout New England - Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. Personal attention from experienced professionals.

About 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 independently owned wealth management and financial services firms in New England.

For more information about Baystate Financial, please visit the website at baystatefinancial.com.

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