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Shervin Sadr - Financial Planner
SerdenID : PRO-20251030-11235
About Company
Baystate Financial, The Seaport Team, located in Boston, MA, offers comprehensive fee-based financial planning and investment management services tailored to individuals, families, and businesses. The company focuses on putting clients at the center of their financial engagement, serving as trusted financial guides for all aspects of their clients' lives. Their team brings diverse expertise in family and life planning, wealth management, and advanced business planning, all aimed at delivering personalized and professional service. Baystate Financial helps clients prepare for major life milestones such as retirement and education funding, while also providing estate strategies and insurance solutions. The company emphasizes a high level of attention, insight, and capability to help clients meet their financial goals and protect their futures.
Service Category
Area Served
Contact Info
Address
1 Marina Park Drive fl 16, Boston, MA 02210
- Phone Number(781) 330-4369
Project Photos
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