Baystate Financial

Let's do a quick check-in. Can you answer "yes" to all three?

✅ I know how much life insurance coverage I currently have.
✅ I know who my beneficiaries are.
✅ I've reviewed my coverage within the last few years.

If not, you're not alone.

Life changes quickly, and many people don't revisit their financial documents as often as they intend to. serves as a reminder to stay informed and periodically review important financial information.

Happy Labor Day! Today, we celebrate the contributions of workers across our communities and the impact they make through their commitment, hard work, and service. We hope you enjoy a restful holiday with family and friends.

September is .

To kick things off, let's test a few common assumptions:
✅ Life insurance is only for people with young children.
✅ Life insurance is only for the primary breadwinner.
✅ Employer-provided coverage automatically meets everyone's needs.
✅ Single individuals never need life insurance.

The answer isn't always so simple. Everyone's financial situation is different, and common assumptions don't always tell the full story. Throughout the month, we'll be sharing insights to help raise awareness and encourage informed conversations about life insurance! Which of these statements do you think is misunderstood most often?

Last week, Baystate Financial proudly volunteered with Cradles to Crayons Massachusetts for the fourth year, helping sort donations in the Giving Factory to support children in need. Together, our team of nearly 30 volunteers filled 18 large bins in the Big Sort area, helping keep essential items moving through the distribution process. We're also proud to share that we raised more than $4,000 in support of this incredible organization.

A special thank you to Jason Sebell and Deena for purchasing every item on Cradles to Crayons' Amazon Wish List, as well as to all of our Baystate donors who helped make this impact possible. Thank you to everyone who contributed their time, energy, and generosity to help children throughout our community.

What a day at Old Sandwich Golf Club!

Nearly 100 golfers came together to raise funds for the Baystate Financial Charitable Foundation and the charities we proudly support. The energy, and generosity were incredible. Every swing, every drive, every moment on the course helped move our mission forward. Thank you to everyone who showed up and made an impact.

Stay tuned for a video recap of this special day!

Congratulations to the advisors recognized by Forbes and SHOOK Research as Best-in-State Next-Gen Advisors! The Forbes/SHOOK Best-in-State Next-Gen Advisors list highlights rising professionals who are making a meaningful impact in the financial services industry through their commitment to clients and continued professional excellence.

We're proud to celebrate this year's honorees: Sid Warrenbrand of Baystate Financial, John Kashmanian, CFP® of Oceanstate Financial, and Raymond Pedrick, CFP®,CRPS® of SFP Wealth.

As the next generation of financial professionals, these advisors are helping individuals, families, and business owners navigate important financial decisions while building lasting relationships and delivering personalized guidance. Their dedication to serving clients and growing their practices continues to make a positive impact across our network.

Congratulations to all of this year's honorees on this well-deserved recognition. Join us in celebrating their achievement in the comments below!
https://www.forbes.com/lists/best-in-state-next-gen-advisors/

A little friendly competition for a great cause. Nearly 100 team members came together this summer for our 3rd Annual Baystate Co****le Tournament & Social benefiting the Baystate Financial Charitable Foundation. Thank you to everyone who joined us for an afternoon of fun, connection, and team spirit in support of our foundation's mission.

Congratulations to our champions, Caitlin Doran and Randy Parker, and to our runners-up, Matthew Kiley, CFP® and Noah Bleakley, for an impressive showing on the boards! We're grateful to everyone who helped make this year's event such a success.

Join us for an evening of networking, cocktails, and career connections at MassMutual's beautiful rooftop venue in Boston's Seaport. We're proud to partner with Ellevate Network and MassMutual for an event that brings together women across the financial services industry to share insights, experiences, and the many paths to building a rewarding career.

Attendees will hear from an accomplished panel of women leaders, connect with Boston-area professionals, and explore opportunities for growth and mentorship. We're especially excited to see Baystate Financials' own Abigale Hull Shields, CEPA® and Katie Martineau take the stage to share their perspectives and career journeys.

10 Fan Pier, 17th Floor, Boston, MA
September 16 | 5:00-7:00 PM
Register today: https://ellevatenetwork.com/events/281042

The boxes are finally unpacked, and we're officially settled into our new Needham office!

This move marks a significant milestone in Baystate Financials' continued growth and commitment to supporting our clients, advisors, and associates.

We're excited to begin this next chapter from our new home at 140 Kendrick Street in Needham. Read the full announcement below.

https://baystatefinancial.com/baystate-opens-needham-office/