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Michael P. Arnheiter

Baystate Financial

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

At Baystate Financial, you will find that we are committed to each client's individual financial success. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals.

Not all representatives can offer all services and products listed. Please consult Baystate Financial for full details.

CRN202606-4103819

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