Broker Check

Hello.

I'm Chris Riffle

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their 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.

I'm Chris Riffle

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their 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

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.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Forecast

Forecast

The market is as unpredictable as the weather. We'd love to help you prepare.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More

Meet Our Team

Christ Riffle

Christopher Riffle, CFP®

Financial Planner, CFP®

criffle@baystatefinancial.com

Gary Wilson

Gary Wilson

Executive Assistant to Christopher Riffle

wwilson@baystatefinancial.com

Amir Viskin

Amir Viskin

Financial Advisor

aviskin@baystatefinancial.com

Lucas Matarazzo

Lucas Matarazzo

Financial Advisor, CFP®

lmatarazzo@baystatefinancial.com

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

How We Help Our Clients

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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