CALIFORNIA CONSUMER - Key Persons
Mike is an established financial professional with more than 32 years of financial advisory experience. He has an unwavering commitment to our clients and to their sustainable success. At Baystate, Mike provides a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.
As a client-centric advisor, Mike always strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give his clients and their families a lasting voice. He's spent his entire professional career in the financial services business and, as a result, has a true understanding of where the industry has been and what the future holds as the industry continues to evolve. He regularly pursues continuing education and new solution training to stay on the cutting edge of the industry.