Moody, Lynn & Lieberson, LLC
www.moodylynn.comMoody, 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.
Read moreMoody, 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.
Read moreCountry
State
Massachusetts
City (Headquarters)
Boston
Employees
11-50
Founded
1989
Estimated Revenue
$1,000,000 to $5,000,000
Social
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View all employeesPotential Decision Makers
Managing Principal , Chief Financial Officer and Director
Email ****** @****.comPhone (***) ****-****Head of Global Equity Trading
Email ****** @****.comPhone (***) ****-****Associate
Email ****** @****.comPhone (***) ****-****Client Services Coordinator
Email ****** @****.comPhone (***) ****-****