Gene Del Rio,  CLU

CONNECT

Address:

55 Market Street Ste 208
Ipswich, MA 01938

Phone:

978-356-6554

Fax/Other:

978-356-6578

Personal Financial View

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, which we call Personal Financial Viewsm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

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Login to your Personal Finacial View Website by clicking here

 

To learn more about hte following topics click on the links:

Attorney                              http://mediahub.financialpicture.com/view/6621/2073

Business Owner                http://mediahub.financialpicture.com/view/6621/614

Client Planning                  http://mediahub.financialpicture.com/view/6621/613

College education            http://mediahub.financialpicture.com/view/6621/633

Creative Planning             http://mediahub.financialpicture.com/view/6621/2086

Savings Crisis                      http://mediahub.financialpicture.com/view/6621/631

Save for Retirement       http://mediahub.financialpicture.com/view/6621/627

Life in a box                        http://mediahub.financialpicture.com/view/6621/2094

Let's look Forward           http://mediahub.financialpicture.com/view/6621/2085

Retirement                         http://mediahub.financialpicture.com/view/6621/604

Retirement Education    http://mediahub.financialpicture.com/view/6621/624

Ret. Income Education   http://mediahub.financialpicture.com/view/6621/623

Safe and Secure                http://mediahub.financialpicture.com/view/6621/2091

Trusts                                    http://mediahub.financialpicture.com/view/6621/621

Want vs Need                   http://mediahub.financialpicture.com/view/6621/620

What's in a Number        http://mediahub.financialpicture.com/view/6621/2093

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck