TFC Financial Management, Inc.
www.tfcfinancial.comTFC 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
Read moreTFC 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
Read moreCountry
State
Massachusetts
City (Headquarters)
Boston
Industry
Employees
11-50
Founded
1980
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
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Vice President
Email ****** @****.comPhone (***) ****-****Senior Vice President - Client Advisor
Email ****** @****.comPhone (***) ****-****Chairman
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****
Technologies
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