TFC Financial Management, Inc.

Financial Services - Boston, Massachusetts, US

TFC Financial Management, Inc. Employees
Michael Sullivan

Director of Operations and Business Analytics

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Jane Barney

Senior Client Advisor

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Daniel Kern

Chief Investment Officer

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Ashley Meany

Trading & Investment Research Associate

Contact Ashley Meany

Tom Hudson

Director of Investment Research

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Rachel Harris

Marketing and Client Service Associate

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Kerri Allen

Senior Client Advisor

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TFC Financial Management, Inc. Details

TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Our clients trust that we’ll always put their best interests first, through only the most objective advice and direct, personal attention. Our clients also rely on us to provide help and support in areas beyond their investments, often at challenging times in their lives. As a truly independent firm owned by its principal employees, we’re free to recommend strategies that we believe will help meet our clients long-term financial goals. To learn more about TFC Financial, please visit tfcfinancial.com --- Our social media accounts should not be regarded as advisory services or be used for general questions regarding your financial accounts. Due to industry regulations, we are limited in our ability to conduct conversations via social media forums. If you are a client and need assistance with any of your accounts please contact us at (617) 210-6700, Monday through Friday, 8am – 5pm, and we will be happy to assist you.

TFC Financial Management, Inc. logo, TFC Financial Management, Inc. contact details
Employees: 32
HQ: (617) 210-6700
Location: Boston, Massachusetts, US
Revenue: $5 million
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