History and Expertise of Bay Financial Associates LLC

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About Bay Financial

Founded in 1951 and located in Waltham, Massachusetts, Bay Financial is one of the oldest and largest financial services firms in the northeast.

We are focused on and dedicated to our clients as individuals and business leaders. Our Client's satisfaction and success is our motivating goal.

Bay Financial has the expertise and experience to help clients in:

Financial Planning
Wealth Management
Executive Benefits
Employee Benefits

Bay Financial's team possesses a full complement of professional expertise. We are accredited in the fields of accounting, law, finance, investments, insurance, retirement and estate planning

CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant (CPA)
Juris Doctorate (JD)
Master in Taxation (MST)
Master of Law (LLM)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified Funds Specialist (CFS)
Master of Business Administration (MBA)
Master of Science Financial Planning (MSFP)
Certified Financial Advisor (CFA)