wiseradvisor

Jim Rose
Baystate Financial

Tel: (774) 843-4935
134 Turnpike Road Suite 300
Southborough, MA 01772
Baystate Financial | Financial Advisor in Southborough ,MA

About Baystate Financial

Since we opened our doors in 1901, weve 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 Financials 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.

Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 650 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.


General Information

Firm Start Year:   1901
No.of Employees:   500-999
Insurance License#:   1877419
States Licensed in:   MA, NH, RI, CT, NY, VA, FL, ME, PA
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, At your office, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based


Education

Bachelor of Arts - Communications  Quinnipiac University - Hamden, CT
2003-2007

Certificant - Certified Financial Planner  Boston University - Boston, MA
2010-2012


Jim Rose

Jim Rose

CFP®

The key to personal financial success is having clearly defined goals and objectives. Jim strives to deliver personalized advice and solutions to help accomplish the goals and objectives of his clients and their families or businesses. My first priority is understanding what is important to you and what your vision of financial success is. At Baystate Financial, you will find that we are committed to each client's individual financial success. Unlike companies that offer standardized solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals. Planning for retirement today is different than it used to be. With over 10 years of financial services industry experience, I guide my clients in creating retirement strategies that help meet their long-term financial objectives, in a variety of market conditions.

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