Investment Services

Bay State Savings Bank has teamed up with Patriot Financial Group, LLC to provide prudent, comprehensive financial planning and wealth management services.

In life, you have to make many financial decisions to ensure your future will be financially secure. The right investment services can help you understand all the financial options available to you, and how to integrate various elements into a results-driven plan.

The Patriot Financial Group, LLC was founded with the goal of assisting clients in every aspect of their financial lives. They provide the most personal service available and they continually strive to help create financial stability and security to ensure financial independence.
 
The Patriot Financial Group consists of teams of experienced professionals with a "hands on" approach to financial guidance. Not only will you find the team members knowledgeable, but you will also discover that they truly care about helping you to make your dreams a reality. As your financial professionals, they will do everything in their power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in striving to realize your dreams. 


Are Patriot Financial Group's services appropriate for you?
 
If you are a retiree…Patriot Financial Group offers on-going monitoring of your investment portfolio, which will be designed to meet your cash flow needs and maintain your confidence.

If your are a prospective retiree…Talk to a Patriot Financial Group Representative before you make that irrevocable decision about your pension plan, your 401K and/or IRA’s.  Invest some time on prudent planning before you invest your retirement money.

If you are a self-employed professional…Leave the stress of managing your investments to the Patriot Financial Group!  Their professional training and decades of team experience can free you up to spend more time keeping current in your profession.

If you are senior executive/business owner…Let the Patriot Financial Group help you get everything in order.  They can coordinate your employee benefit programs with your personal investing to develop one integrated investment portfolio.  Talk to a Patriot Financial Group Rep about offering this service as a corporate program.

If you are a widow or widower…The Patriot Financial Group can help you plan for the future you desire.  They can design an investment portfolio suited for you and those that you care about.

These are only a small portion of the services that Patriot Financial Group can offer.  Because your situation is bound to change, you should feel confident that whatever the situation the Patriot Financial Group can provide a quality personalized strategy that is designed to meet your goals and immediate needs.

Interested in meeting with a Patriot Financial Group Representative?  There is one at every Bay State Savings Bank branch!  Simply call the branch that you would like to visit and arrange an appointment:

378 Burncoat Street, Worcester : (508) 890-8920
275 Mill Street, Worcester: (508) 890-8940
799 Grafton Street, Worcester: (508) 890-9620
2 Eastern Avenue, Worcester: (508) 890-9600
123 Auburn Street, Auburn: (508) 890-8980
628 Main Street, Holden: (508) 890-8960

 
 
The Patriot Financial Group and Bay State Savings Bank are independent entities.  Securities and Insurance products offered through LPL Financial and its affiliates.  Member FINRA/SIPC.