TFC Financial Management, Inc.

www.tfcfinancial.com

TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Company Specialties: • Multi-generational families • Women in transition • Life transitions, including retirement, inheritance, marriage, birth of a child, loss of a family member • Employee-related decisions, including benefits, employer stock grants, employment transitions

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TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Company Specialties: • Multi-generational families • Women in transition • Life transitions, including retirement, inheritance, marriage, birth of a child, loss of a family member • Employee-related decisions, including benefits, employer stock grants, employment transitions

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Country

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State

Massachusetts

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City (Headquarters)

Boston

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Employees

11-50

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Founded

1980

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President - Client Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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