Verified recordFinancial Services

Ken Steele

Senior Financial Planner at Baystate Financial

Based in Boston, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Boston

Industry

Financial Services

Company size

506

Contact information

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Email

1 credit

k•••••••@baystatefinancial.com

Phone

5 credits

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Background

About Ken Steele

I am an established financial professional with over 40 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate Financial we provide a full spectrum of financial advisory services including retirement planning, estate conversation and protection planning for my established clientele of professionals, entrepreneurs and multi generational families. As a client-centric advisor, I strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions to give my clients and their families a lasting voice. I believe in continuing education and regularly attend new solution training to stay on the cutting edge of the financial services industry. Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures. I am licensed to sell insurance in: ME, NH, MA, RI, CT, NY, NJ, PA,MD, NC, GA, FL, TX, IL, MO and securities in: ME, NH, MA, RI, CT, NY, NJ, PA, MD, NC, FL, TX, IL, VT, TN, VA. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th floor, Boston, MA 02210 (617-585-4500).

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