Founded in 1951, Bay Financial Associates, L.L.C. is a long-standing wealth management firm based in Waltham, Massachusetts. The company operates on a team-based model, offering integrated services that include financial planning, investment management, risk management (insurance), estate planning, and business owner planning. Their mission is to help clients build and preserve wealth through personalized strategies and a client-centric approach, leveraging decades of experience in the financial industry.

Founded in

United States