Baystate Financial Services

200 Clarendon St 19th & 25th, Boston, MA 02116

Since we opened our doors in 1901, we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. 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. “We believe that Baystate Financial’s greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out,” David C. Porter, Managing Partner.

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3.4

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

Baystate Financial Services has embarked on a comprehensive sustainability journey, incorporating a spectrum of initiatives aimed at minimizing its ecological footprint. This includes the implementation of energy-efficient technologies, rigorous resource conservation practices, and a deliberate transition toward renewable energy sources, all of which have led to substantial reductions in greenhouse gas emissions and a noteworthy contribution to global efforts to mitigate climate change and preserve the natural environment. Baystate Financial Services’ social impact initiatives have garnered recognition for their transformative influence on diverse stakeholders. The organization, deeply dedicated to employee welfare and diversity, has instituted robust diversity and inclusion programs that foster an inclusive workplace characterized by equal opportunities, diversity celebration, and empowerment. Furthermore, Baystate Financial Services’ philanthropic endeavors, strategic partnerships, and community engagement initiatives have translated into tangible enhancements in local communities, encompassing improved educational access, advanced healthcare availability, and the promotion of socio-economic development. Baystate Financial Services places paramount importance on upholding the highest standards of ethics and transparency, meticulously anchored in a well-structured corporate governance framework. The composition of its board of directors, characterized by diversity and independence, ensures rigorous oversight and governance practices that align with the best interests of all stakeholders.

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Awards Received

2023

Revenues

$941,000,000.00

Website Traffic

Employee Rating

4.3

Customer Rating

3.7

Company Size

100-1000

ESG Risk Rating

3

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