Herbert K. Daroff, J.D. CFP

Financial Advisor Registered Representative New England Securities

200 Clarendon Street, 19th Floor

Boston, MA 02116
Phone: 617-585-4502
Fax: 617-369-9040

 

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Herb is an attorney by education and very proud to be a financial advisor by profession. He heads up Estate and Business Planning for Baystate Financial Services in Boston where he provides custom case design and is also available on a consultation basis. He has been actively involved in the financial services industry since 1973. Herb is on the faculty at Bentley University in Waltham, MA.

Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979.

Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.

Herb’s creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.

Herb is contributing editor for LIFE & Health Advisor.

His areas of focus include:

-Estate Planning
-Family Business Continuity Planning
-Creative Incentives for Selected Key Executives -Voluntary vs. Involuntary Philanthropy