Baystate Financial
Peter Petri is a Managing Director at Baystate Financial, bringing extensive experience in financial services and business development. Prior to this, Peter worked at NYLIFE Securities LLC as a Financial Services Professional and at JAS Worldwide as a Business Development Manager. Peter also has experience as an Owner/Regional Sales Manager at Vindrus Insurance Group/Americian Financial Network NE. With a background in hockey management and experience as a CEO/Developer at Beverly Sportsplex, Peter has a diverse skill set that includes budget management, team building, and project development.
Baystate Financial
120 YEARS. ONE FOCUS. 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. Baystate is headquartered in Boston MA, and has 16 office locations throughout New England. 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. Learn more about Baystate Financial here: http://www.baystatefinancial.com/ Securities and investment advisory services through MMLIS member SIPC (www.sipc.org). Baystate Financial is not a subsidiary or affiliate of MMLIS, or its affiliated companies. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500