Daniel Matson

Role
Financial Advisor at Baystate Financial
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Baystate Financial

    Aug 2016 — Present

    Daniel C. Matson One Marina Park Drive, 16th Floor Boston, MA, 02210 Phone: 61••••••63 d••••••@baystatefinancial.com Baystate Financial is one of New England\'s oldest and largest financial firms. Our organization provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. At Baystate Financial Services, 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. Then, we think objectively in terms of how to best meet your specific needs by working wihtin your existing financial plan to develop strategies that are customized for your solutions. Baystate\'s Financial Advisors help individuals, families and business owners to develop a strategy to help them achieve goals and protect those goals by making informed financial decisions. I am licensed to sell insurance in MA, ME, and RI. I am licensed to sell securities in: MA, NH, and ME. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC Supervisory address: One Marina Park Drive, 16th Floor, Boston, MA, 02210, 61••••••00

Skills

  • Iwork
  • Series 6
  • Series 7
  • Dreamweaver
  • Awd
  • Series 63
  • Microsoft Office
  • Life Insurance

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Daniel Matson — Financial Advisor at Baystate Financial in Boston, MA, US | Unifers