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Boston Financial Management, LLC

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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... Read more

Industries

Investment Management

Headquarters

Boston, United States

Employees

Links

Org chart

Louis P. Crosier

President and Chief Executive Officer

Louis P. Crosier

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Kathleen Sablone

Chief Planning Officer

Managing Director

Managing Director

Aep® Susan Black Cfp®, Cap®

Managing Director

Managing Director

Managing Director

Managing Director

John Goldthwait

Managing Director

Jonathan Cottrell

Managing Director

Managing Director

Theodore Shediac

Managing Director

Senior Manager, Finance, HR & Administration

Teams

Leadership Team

12 members

Financial Planning and Analysis

4 members

Administrative and Coordination

3 members

Offices

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