Jonathan  Hiltz,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan Hiltz, CFP®

Baystate Financial

75 Leighton Rd, Bldg 3
Falmouth, ME 04105
(207) 770-2004


Jonathan Hiltz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Baystate Financial in Falmouth, ME and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs


Helpful Financial Planning Resources