Carl Kaliszewski

Carl Kaliszewski, Financial Advisor

Carl began his career with Equitable Life of N.Y. in 1975. He added his securities licenses in 1976. After a stint with American Mutual Insurance Co. of Wakefield, MA, he became an independent representative and headed up Travers Financial Services in 1982. Since that time he has helped hundreds of clients with their life insurance needs and retirement portfolios. After selling New Lakeside Insurance Agency and Financial Services in 2002, Carl started a new firm where he was the owner, and then transferred to Baystate Financial in 2013.

Mr. Kaliszewski has held numerous Board of Director positions with organizations such as the Webster-Dudley Chamber of Commerce, Webster-Dudley Rotary Club, the United Way, Professional Insurance Agents of New England, The Gift of Life, and the New England and South Charlton Reservoir Association. In 2009 Carl was awarded the National Notary Association's Notary of the Year Special Honoree Award for his contribution to his local and international community.

Carl graduated cum laude from the U. Mass Amherst in 1975. He has instructed insurance and securities licensing courses throughout the U.S., Canada, and Puerto Rico for Educational Training Systems in Southboro, MA. In his spare time Carl enjoys travel, boating, fishing, and time at the lake. 

By employing a wide range of financial products and services Carl Kaliszewski can help his clients meet their current needs while also pursuing their future dreams. Customized financial strategies can be developed for an individual, trust, charitable organization, or business owner. Periodic reviews are also performed to ensure that the client's goals are being realized. 

Call us if you have any questions about the full range of financial products and services we provide. Our firm has a relationship with a variety of financial, accounting, and legal professionals, so if we don’t have a product or service, we know a group or individual who does 

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck