About

We are a holistic financial planning firm, providing consultations to households & business owners. Areas of focus include: 

-Retirement & Income Planning

-Investments

-Tax Planning

-Insurance (Life, Disability, Medicare)

-College Education Planning

-Estate Planning

-Business Succession Planning

-Group Benefits / 401(K)

-Executive Compensation Plans

As a fiduciary & CERTIFIED FINANCIAL PLANNER™, I incorporate a team of in-house specialists, depending on case complexity & the scope of service.

Please reach out for an introduction. 

John Foley, CFP

(413) 301-4579

jfoley@baystatefinancial.com