Jeffrey J. Smith

Jeffrey J. Smith

Insurance Representative

As an Insurance Agent, Jeff’s mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate, Jeff is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom-designed financial strategies for his clients.

Jeff holds a bachelor’s degree from Ohio Wesleyan University. He has a life and health insurance license and can offer insurance products in the following states: CT, FL, MA, MI, NH, RI, TN, TX. Jeff is also The Founder and CEO of Compass Total Benefit Solutions where their primary focus is to engage with companies and their employee benefits. With a national presence in the health care industry, they are able to solve costly employee benefit and retirement plan challenges for both the employees and employers.

Jeff lives in Lowell, Massachusetts with wife Mary of 34 years. Jeff also has I have 2 married sons and a granddaughter. He enjoys golfing and spending time with his family. Jeff has served on numerous boards in the state of Connecticut, including the national MS society of CT where he has been a board member, as well as a fundraiser. He is also involved in the Hugh O’Brian Foundation and currently sits on the board of the Hockanum Valley Community Council and has for over 15 years.

 

 

Phone 860-313-4831