Moody, Lynn & Lieberson, LLC

www.moodylynn.com

Moody, Lynn & Lieberson, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families. With personalized planning and sophisticated investment management, we are committed to the financial well-being of our clients. Our goal is to provide superior investment performance and personal service to our clients. We work to design customized investment plans to meet the investment objectives and the needs unique to each of our clients. In order to better understand the impact of investment decisions, our clients also work closely with our wealth planning specialists as we design and execute customized holistic strategies that will positively affect not only our clients, but their families and future generations.

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Moody, Lynn & Lieberson, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families. With personalized planning and sophisticated investment management, we are committed to the financial well-being of our clients. Our goal is to provide superior investment performance and personal service to our clients. We work to design customized investment plans to meet the investment objectives and the needs unique to each of our clients. In order to better understand the impact of investment decisions, our clients also work closely with our wealth planning specialists as we design and execute customized holistic strategies that will positively affect not only our clients, but their families and future generations.

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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

1989

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Estimated Revenue

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

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Social

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Potential Decision Makers

  • Managing Principal , Chief Financial Officer and Director

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Global Equity Trading

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

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Coordinator

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

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