Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/1187612
s p e c i a l a d v e r t i s i n g s e c t i o n NOTABLE NORTHSHORE December 2019 NORTHSHOREMAG.COM 90 DECEMBER 2019 " L I V E C O N F I D E N T LY A N D K N O W YO U R R E T I R E M E N T I S S E C U R E . STEPHEN CUNHA or over 25 years, Stephen Cunha has been dedicated to helping his clients take command of their financial future. From business owners and professionals to individuals and families, we specialize in building strategies tailored to your most valued interests. For over a century, Baystate Financial has united the industry's foremost professionals in comprehensive wealth management and employer-sponsored retirement plans. As one of New England's oldest and most trusted financial services firms, we focus our expertise on truly listening to our clients, identifying their objectives, and building sophisticated strategies to achieve their goals. Through Steve's private label retirement solution, Select 401(k), a revolutionary approach to building retirement plans, he connects employers with solutions that meet the needs of their employees while significantly easing the workload and liability for their company. Stephen Cunha provides individual investors and business owners with custom wealth management and benefit strategies. Whatever you hope to achieve, we seek to advance your goals through all chapters of your life: today, tomorrow, and for years to come. In an age when financial companies substitute technology for personal contact, Steve focuses exclusively on the client. While financial products come and go, trusted relationships and custom solutions will stay the course. That's why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies. Vice-President & Retirement Plan Coordinator Baystate Financial 301 Edgewater Place - Suite 200 Wakefield, MA 01880 781-876-4113 RetirementCFO.com STEPHEN CUNHA F Since 2000, Stephen has been one of the industry leaders in helping companies of all sizes build and implement retirement plans for their employees. In addition to Plansponsor Magazine and The Financial Times rating him among the nation's Top 100 Retirement Plan Advisors*, 401k Wire named him among the Top 300 most influential advocates, a recognition reserved for the top 1% of advisors in the country who service retirement plans. A featured speaker for the Financial Planning Association and the Boston Tax Institute, Steve has been quoted in several leading financial publications, including, Investment News Daily, Registered Rep Magazine, and The Wall Street Transcript, sharing his insights on topics related to retirement planning. Outside of the office, he enjoys spending time with family, scuba diving, fitness, car racing, boating, motorcycle riding and traveling the world.