Sheri Delisle, Financial Advisor, Baystate Financial

Sheri Delisle, Financial Advisor, Baystate Financial I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. Member SIPC (www.sipc.org).

This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals at Baystate Financial, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Contact me to discuss your financial future. I am licensed to

sell insurance in CT,FL,MA,NC,NH,NY,and RI. I am licensed to sell securities in CT,FL,MA,NY and RI. I am a registered representative of and offer securities and investment advisory services through of MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116. Corporate Office: 617-585-4500

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/23/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and t...
06/23/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help ...
06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique lega...
06/18/2026

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique legal considerations, or building long‑term security.
I’m here to help you establish a retirement plan designed to support the future you envision.

Address

3551 Bonita Bay Boulevard
Bonita Springs, FL
34134

Telephone

(774)8434937

Website

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