Broker Check

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.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.
Learn More
Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More

Financial Planning

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

Learn More

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.

Learn More

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.

Learn More

Ready To Talk

Thank you!
Oops!