Boston Financial Management, LLC
Ali Russo currently works at Boston Financial Management, LLC, serving as an Administrative Coordinator in Estate and Financial Planning since April 2022. Prior experience includes a role as Customer Relationship Specialist at Electric Insurance Company from April 2021 to April 2022 and coaching at Advanced Physical and Technical Training from May 2019 to March 2021, where Ali trained children aged 7-17 in soccer skills. Additional experience includes assisting athletic trainers at Bucknell University, coaching high school soccer players at Total Soccer Fitness and Training, working as a cashier at Kohl's, and serving as a teaching assistant at The Goddard School. Ali Russo holds a Bachelor of Arts in Kinesiology and Exercise Science from Bucknell University, earned in 2020.
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Boston Financial Management, LLC
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/