Stephen Camarro
Financial Planner | I Deliver Personalized Strategies Designed to Optimize Wealth Accumulation, Asset Protection, and Tax Efficiency
- Role
- Financial Planner at Baystate Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Stephen Camarro
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: One Marina Park Drive, 16th Floor, Boston, MA 02110I am licensed to sell insurance in CO, FL, GA, ID, MA, MD, ME, MS, NC, NH, NY, OK, PA, SC, TN & WVCPA licensed, not practicing on behalf of Massachusetts Mutual Life Insurance Company or MML Investors Services, LLC.
Experience
Financial Planner
Sep 2022 — Present · Wakefield, MA, US
ONE CENTURY. ONE FOCUS.The culture at Baystate is a simple one—we’re a customer centric, full service financial firm.Building strong client relationships is our focus. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.Baystate is now New England’s largest privately-owned financial services firm, serving over clients, and has 17 offices located throughout New England and Florida. We specialize in financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.
Education
Merrimack College
Bachelor's degree, Accounting and Finance
2013
Merrimack College
Master of Science in Accounting - MSA, Accounting and Business/Management
2017 — 2018
St. John's Prep
High School
2009 — 2013
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