Boston Financial Management, Inc.

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Description

  • We dedicate ourselves to the creation, enhancement and preservation of wealth for individuals, their families and institutions. We provide a consistent exemplary level of client service by empowering our employees in a collaborative environment. The trust and esteem of our clients, colleagues and the professional community define our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than thirty years since then, we have grown into a successful and highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940.Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/
  • location

    Headquarters:1597 Falmouth Road , Centerville, Massachusetts, United States

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  • Boston Financial Management, Inc. phone

    Phone Number: +1 617-880-2900

  • Boston Financial Management, Inc. website

    Website: https://www.bfminvest.com

  • Boston Financial Management, Inc. employees

    Employees:38

  • Boston Financial Management, Inc. revenue

    Revenue:$1 - 10M

  • Boston Financial Management, Inc. legal name

    Legal Name:Boston Financial Management, Inc.

  • Boston Financial Management, Inc.'s Social Media

    Boston Financial Management, Inc. linkedin Boston Financial Management, Inc. twitter
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  • |  NAICS Code: 522110  |

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Person level website identification

Chief Operating Officer, Chief Compliance Officer And Director Of Client Service for Boston Financial Management, Inc.

Charles Zambri

Chief Operating Officer, Chief Compliance Officer And Director Of Client Service

Person level website visitor identification

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View Employees

Charles Zambri

Chief Operating Officer, Chief Compliance Officer And Director Of Client Service

Kathleen Sablone

Chief Planning Officer

Alisa O'neil

Chief Planning Officer

Richard Morse

Chairman

Mike Brown

Vice Chairman And Managing Director

Frequently Asked Questions regarding Boston Financial Management, Inc.

  • Where are Boston Financial Management, Inc.'s Headquarters?

    Boston Financial Management, Inc.'s Headquarters are in 1597 Falmouth Road ,Centerville,Massachusetts,United States

  • What is Boston Financial Management, Inc.'s phone number?

    Boston Financial Management, Inc.'s phone number is +1 617-880-2900

  • What is Boston Financial Management, Inc.'s official website?

    Boston Financial Management, Inc.'s official website is https://www.bfminvest.com

  • What is Boston Financial Management, Inc.'s Revenue?

    Boston Financial Management, Inc.'s revenue is $1 - 10M

  • What is Boston Financial Management, Inc.'s NAICS code?

    Boston Financial Management, Inc.'s NAICS code is 522110

  • How many employees are working in Boston Financial Management, Inc.

    Boston Financial Management, Inc. has 38 employees

  • What is Boston Financial Management, Inc.'s Industry?

    Boston Financial Management, Inc. is in the industry of Financial Services

  • Who is Boston Financial Management, Inc.'s Chief Operating Officer, Chief Compliance Officer And Director Of Client Service?

    Boston Financial Management, Inc.'s Chief Operating Officer, Chief Compliance Officer And Director Of Client Service is Charles Zambri

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