Company Information

Get to know bay financial associates

Founded in 1951, Bay Financial Associates, L.L.C. is a long-standing wealth management firm based in Waltham, Massachusetts. The company operates on a team-based model, offering integrated services that include financial planning, investment management, risk management (insurance), estate planning, and business owner planning. Their mission is to help clients build and preserve wealth through personalized strategies and a client-centric approach, leveraging decades of experience in the financial industry.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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bay financial associates

United States

Founded in

1950 (76 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.