Mark Farnham
Financial Advisor, Registered Representative, New England Securities at Baystate Financial
Based in Wakefield, United States
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Seniority
Other
Department
Other
Location
Wakefield
Industry
Financial Services
Company size
499
Contact information
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m•••••••@baystatefinancial.com
Phone
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Background
About Mark Farnham
My mission at Baystate Financial is to help individuals and businesses reach financial independence and attain financial freedom by making smart, educated, and relevant decisions about their money. I lead my clients though a process of indentifying personal and financial goals, taking stock of the existing situation, developing and implementing a strategy and monitoring and reviewing it to assure that progress continues as needs and circumstances change. I will take the time to listen, analyze your financial situation, and use all of my firm's resources and experience to make sound recommendations for your consideration.I address six key areas:Financial PositionRisk ManagementWealth AccumulationTax Efficient Financial StrategiesRetirement Funding StrategiesEstate Conservation StrategiesBusiness owners have further issues and concerns such as: Benefits, including retirement plansTax efficienciesSuccession planningL0212237581[exp0313][FL,MA,NH,NY,VA]
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