Peter Petri, Managing Director Baystate Financial

Peter Petri, Managing Director Baystate Financial Managing Director Baystate Financial Have you heard the Baystate Financial story, do you know what you're missing? I am licensed to sell insurance in MA.

Whether you're an experienced advisory or just thinking about coming into the business, let me share with you what the future could hold! Are you handcuffed by your current firm, not getting the support you were promised, just starting out, or in a career that has limited upside potential, do you want to build a financial services career with personal flexibility as well has tremendous earning pot

ential? We are growing and looking for highly motivated individuals to join our high net-worth/private client team and help you build your own successful practice. We also work with many independent advisory on a brokerage basis, providing high-level case design, underwriting support and access to the full suite of Mass Mutual products. For individuals and business owners I offer a variety of tax efficient strategies and products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend comprehensive appropriate solutions. I am licensed to sell securities in: MA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/26/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

When it comes to retirement, diversification isn’t just about stocks and bonds, it’s also about income sources. Let’s di...
05/20/2026

When it comes to retirement, diversification isn’t just about stocks and bonds, it’s also about income sources. Let’s discuss your clients’ income needs and ensure they’re using the right tools.

Doctors invest years — and often significant debt — into their careers. Disabilities can quickly disrupt that investment...
05/18/2026

Doctors invest years — and often significant debt — into their careers. Disabilities can quickly disrupt that investment. Help them build personalized coverage, let's connect.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/12/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If your clients are thinking about their long‑term security, this is a conversation worth having.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

Address

301 Edgewater Place Suite 200
Boston, MA
02116

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