James Rose
Financial Professional at Baystate Financial
- Role
- Financial Professional at Baystate Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About James Rose
My goal is to help people make informed decisions about issues that affect their…
Experience
Financial Professional
Sep 2009 — Present
The key to personal financial success is having clearly defined goals and objectives. The professionals at Baystate Financial strive to deliver personalized advice and solutions to help accomplish the goals and objectives of our clients and their families or businesses. Our 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.
Skills
- Disability Insurance
- Estate Conservation Strategies
- Series 63
- Education Funding Strategies
- Life Insurance
- Retirement Planning
- Long Term Care Insurance
- Series 7
- Investments
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