Salvatore Bonetti & Jonathan Hiltz

CONNECT

Address:

75 Leighton Rd 3
Falmouth, ME 04105

Phone:

Sal: (207) 770-2016 • Jon: (207) 770-2004

Fax/Other:

(866) 664-1150

Jonathan W. Hiltz, CFP®

As a CERTIFIED FINANCIAL PLANNER™, professional Jonathan'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 Financial, Jonathan 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.  

Jonathan earned his BA Degree from Colby College.  He is a CERTIFIED FINANCIAL PLANNER™, professional and holds FINRA Series 6, 7, 63 and 65 licenses, as well as life and health/accident insurance licenses.  

He lives in Topsham with wife, Danielle, and their 3 children, Lydia, Brady and Charlotte.  He is on the Finance Committee for the Topsham Public Library as well as the Success by Six Council for the United Way of Mid Coast Maine.  He is a member of the Financial Planning Association and the Maine Estate Council. During his free time, he enjoys spending time with family, coaching youth sports, golfing, fishing and skiing at Sugarloaf. 

 

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