Your life is busy, filled with obligations and responsibilities. We understand that planning for the future is
another task on your “to do” list and we’d like to help simplify that process. Our experienced team of
professionals will meet with you to understand your needs, goals and priorities. Together we will develop a comprehensive strategy for your financial future that will evolve with your changing needs including:
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Retirement
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Insurance
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Investments
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Estate Planning
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Asset Protection
To schedule a meeting at your convenience or for more information, please contact us by calling Erik Potts at
(603) 898-4693 or email epotts@baystatefinancial.com.
Erik M. Potts is a registered representative of New England Securities. Securities products and fee-based
financial services are offered through registered representatives and financial planners of New England
Securities, Boston, MA 02116, a broker/dealer, member FINRA/SIPC, and a registered investment adviser. Baystate Financial Services and Salem Co-operative Bank are separate entities from New England Securities.
Click HERE for more information on Baystate Financial Services
Securities Products offered by registered representatives of New England Securities are:
Not FDIC Insured |
|
May Lose Value |
No Bank/Affiliate
Guarantee |
| Not a Condition of Any Bank Service |
No Guarantee of Insurance Underwriter
Performance |
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