Thomas J. Case MPA

Thomas J. Case MPA About
Knowledge is the key to a successful financial future. I am licensed to sell securities in AZ, CA, CT, MA, RI, TN. Member SIPC (www.sipc.org).

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, an

d more importantly, their future needs. I am licensed to sell insurance in AR, AZ, CA, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, OH, OR , RI, SC, TN, TX, VA, WA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500. CA license number 4138681.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/01/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/18/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
05/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4tCqXuE

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/06/2026

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.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk....
05/04/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4eqmsPU

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look ...
05/01/2026

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can...
04/29/2026

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can review options such as saving, investing, or paying down debt.

04/27/2026

Financial stress comes from a trigger; financial anxiety lingers even without one.

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me ...
04/27/2026

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me to explore a few practical next steps.

At Baystate Financial, we believe that financial confidence isn't built overnight. It develops through education, access...
04/23/2026

At Baystate Financial, we believe that financial confidence isn't built overnight. It develops through education, access to the right tools, and ongoing support. That's why we're proud to kick off Financial Literacy Month with a commitment to helping individuals and organizations take meaningful steps toward long-term financial wellbeing.

Throughout April, our PlanWell program is helping employees and organizations strengthen the financial wellness pillars that often matter most: Budgeting & Saving, Investing Fundamentals, Retirement Readiness, and Insurance & Protection Planning.

PlanWell is Baystate Financial's dedicated financial wellness program designed to meet employees where they are and help simplify complex financial concepts and increase confidence around money. Whether your team is just getting started or looking to deepen their financial knowledge, there's never been a better time than Financial Literacy Month to start investing in your people.

Address

501 Wampanoag Trail Suite 200
East Providence, RI
02915

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14014328841

Website

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