View Our Customer Relationship Summary
Skip to main content
Home
About Me
About Baystate Financial
Financial Services
Meet the Team
Our Location
Tell A Friend
Robert S. Berman, CRPC®
Work With Me
Protection Services
Personal Financial View®
Financial Insights
Account Access & Resources
Coverpath
Fortuna - Digital Investment Platform
Blog
Biography
My Process
Leadership
Products & Services
Account Access
529 College Savings Plans
Annuities
Disability Income Insurance
Individual Retirement Account
Life Insurance
Long Term Care Insurance
Mutual Funds
Trust Services
Resources
Learning Center
Articles
Calculators
Newsletters
Videos
Flipbooks
Glossary
Market Watch
Detailed Quote
Symbol Lookup
Multi Quote
Market at a Glance
Charting
Portfolio
Licenses
Contact Me
Request a Quote
Robert S. Berman, CRPC
connect
Address:
100 William Street | Suite 300
Wellesley
,
MA
02481
Phone:
781-239-2053
Fax/Other:
855-284-0807
E-mail:
rberman@baystatefinancial.com
Blog
Check the background of this investment professional