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Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Schedule an appointment using my Calendar link here.

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  • Robert S. Berman, CRPC, Baystate Financial

  • 100 William Street | Suite 300
    Wellesley, MA 02481
  • Phone: 781-239-2053
  • Fax: 855-284-0807

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.