Dana Clark's Colleagues at Boston Financial Management, Inc.
Charles Zambri
Chief Operating Officer, Chief Compliance Officer & Director of Client Service
Dana Clark's Contact Details
617-338-8108
Boston Financial Management, Inc.
Dana Clark's Company Details
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/