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Saving The World...One Retirement At A Time Saving The World...One Retirement At A Time Saving The World...One Retirement At A Time


Imagine a firm with experienced professionals; independent, objective, and focused single-mindedly on the accomplishment of your most cherished financial goals. Welcome to Bayside Financial Group.

Our mission is to provide independent and objective financial solutions in a warm friendly environment.

Our ideal clients are conservative by nature and prudent with money. They have the ability to manage their own financial affairs, but understand that time is better spent doing what they love. Our clients are retired or nearing retirement; professionals, business owners and public employees who want to grow their wealth and efficiently pass it on to the next generation or charitable interest.

Whether you have $500,000 or $5 Million, Bayside Financial Group is here to help clients visualize their ideal lives; develop financial strategies to create lasting memories that go beyond material accomplishment. While all of our clients are unique, they have one thing in common; they seek a long-term advisory relationship with open communication and clearly defined goals delivered by caring competent professionals.  

Our Services

Retirement Income
401(k)/IRA Rollovers
Financial Planning, etc.

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Case Studies

Click here to read case studies based on common scenarios.

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