Mike Rothberg Financial Advisor with Baystate Financial

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Mike Rothberg Financial Advisor with Baystate Financial As a Financial Advisor for over 30 years, I have helped people in Massachusetts and throughout the U.S. www.mikerothberg.com

CRN 202804-8601230

My objective is to improve your situation when it comes planning with your money and insurance.

When was the last time you gave your finances a check-up? This month is a great opportunity to review:✅ Savings goals✅ M...
10/11/2026

When was the last time you gave your finances a check-up? This month is a great opportunity to review:

✅ Savings goals
✅ Monthly spending
✅ Emergency fund progress
✅ Beneficiary designations
✅ Long-term priorities

A quick review can help you stay aligned with what's most important to you.

What are the key steps of financial planning? Here are six to consider:1. Identifying and defining your goals (realistic...
10/09/2026

What are the key steps of financial planning? Here are six to consider:

1. Identifying and defining your goals (realistic and specific goals)
2. Gathering your financial information (providing qualitative and quantitative information, helps to get organized)
3. Reviewing your current financial status (discovering strengths/weaknesses/opportunities within your current course of action)
4. Developing recommendations (personalized to help meet your goals)
5. Implementing agreed upon changes to put your plan into action
6. Monitoring and updating your plan regularly and as needed

10/09/2026

Here's how legal preparedness can help your business recover from unexpected accidents.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4rYpMGGWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4rYpMGG

Want to talk it through? Let’s connect.

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you pro...
10/07/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4hGpJdG

10/07/2026

Should new parents favour financial capital, human capital or something else?

10/06/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

10/05/2026

Homebuyers are increasingly looking beyond square footage for something harder to measure: neighborhoods designed to make it easier to know—and actually spend time with—the people next door.

Address

1324 Belmont Street Suite 101A
Brockton, MA
02301

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 3pm

Telephone

+15085844044

Website

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