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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Jim Rose, Certified Financial Planner, Baystate Financial Services

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Wakefield, MA
Jim Rose, Certified Financial Planner, Baystate Financial Services

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I work with families and businesses to achieve financial independence through saving, investment and

11/02/2026

With homeownership costs on the rise, not all young people are living with mom and dad. Some are cosigning a mortgage with them.

10/30/2026

The founding of a business doesn’t always start with an investor or an elevator pitch anymore; for many Gen Z entrepreneurs, it starts with creating a new Instagram account.

10/29/2026

Missing New England’s early foliage peak does not mean missing fall color. These 6 destinations offer November color alongside hiking, cultural attractions and local food.

10/26/2026

The AI safety industry is attracting a slew of funds to save the world, but not enough people to do the job.

10/23/2026

Want to physically drive a Tesla in the future? The Roadster will be your only option. And the car is not cheap.

10/22/2026

A new type of mortgage loan—based on potential rental income, not the borrower’s wealth—is helping real-estate investors buy and renovate homes.

10/19/2026

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel inflation.

10/16/2026

Medicare beneficiaries should have received an annual notice from their plan outlining any changes for next year. Here's what to know.

10/15/2026

The Treasury Department auto-enrolled 70 million children into Trump Accounts on Oct. 1.

10/12/2026

Rising rates have borrowers working to secure their rates, but lock terms and costs vary.

Address

301 Edgewater Place, Suite 200
Wakefield, MA
01772

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

https://www.jimerose.com/

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