Boston Financial Management, LLC

www.bfminvest.com

We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a 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/

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We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a 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/

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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

1976

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer , Chief Compliance Officer and Director of Client Service

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

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

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