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

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 200 Clarendon Street, 19th Floor, Boston MA 02116. (617)585-4500.

CRN202004-229065

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