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Hello from my family to yours.

My name is Chris Riffle, and I'm a Certified Financial PlannerTM professional. My team and I believe that, whatever your level of wealth, you can live a better life if your finances are properly managed and well understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

Let's Talk

Hello from my family to yours.

My name is Chris Riffle, and I'm a Certified Financial PlannerTM professional. My team and I believe that, whatever your level of wealth, you can live a better life if your finances are properly managed and well understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

Let's Talk
What is most important to you?

What is most important to you?

Whether you are looking to put together a financial plan for your family or reorganize your work place retirement plan, we are here to help you.

 

Meet Our Team

Chris Riffle

Christopher Riffle, CFP®

Financial Planner, CFP®

criffle@baystatefinancial.com

Gary Wilson

Gary Wilson

Executive Assistant to Christopher Riffle

wwilson@baystatefinancial.com

Lucas Matarazzo

Lucas Matarazzo

Financial Advisor, CFP®

lmatarazzo@baystatefinancial.com

Teresa Roberts

Teresa Roberts

Executive Assistant to Christopher Riffle

teresaroberts@baystatefinancial.com

How We Help Our Clients

Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Financial Planning

Clients who want Foundational Strategies or Ongoing Personalized Financial Advice on their short and long term financial goals.

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Investment Management

In the simplest terms, if you start early and consistently stick to an ongoing savings schedule where you set aside money on a regular basis, you should start to see your savings accumulate over the long term.

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Protection Planning

The flexibility that life insurance can provide is often misunderstood. Some think it’s designed simply to pay for funerals while others believe it is overly complex.

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Ready To Talk

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