Lucas Matarazzo

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

About Lucas Matarazzo

Supported by a team of specialists, my goal is to provide comprehensive financial…

Experience

  1. Financial Advisor

    Baystate Financial

    Mar 2017 — Present

    I provide a total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis programs • Insurance needs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services

Skills

  • Financial Services
  • Retirement Planning
  • Investments
  • Estate Planning
  • Financial Planning
  • Insurance
  • Financial Advisory

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Lucas Matarazzo — Financial Advisor at Baystate Financial in Boston, MA, US | Unifers