G. Robert King II, CFP®

CONNECT

Address:

804C Main Street
Osterville, MA 02655

Phone:

508-790-7100 | 1-800-325-1099

Fax/Other:

508-790-3232

Personal Financial View

Welcome to your living plan...

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, Personal Financial Viewsm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

· Personal Account Aggregation

· Up-to-date monitoring of your financial picture

· Investment allocation across all money-types

· Details by holding for asset class and sector analysis

· Secure online “Vault” for documents

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck