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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.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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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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