Katie Exchange

Associate Wealth Manager at Boston Financial Management, LLC - Boston, Massachusetts, US

Katie Exchange's Colleagues at Boston Financial Management, LLC
Timothy Farina

Equity Research Analyst

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Ali Russo

Administrative Coordinator

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Laurie Novak

Wealth Manager

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Bradford Gardner

Managing Director

Contact Bradford Gardner

Lauren Poirier

Client Service Associate

Contact Lauren Poirier

Jonathan Cottrell

Managing Director

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Timothy Gray

Associate Wealth Manager

Contact Timothy Gray

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Katie Exchange's Contact Details
Email (Verified)
***@bfminvest.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
617-338-8108
Location
Company
Boston Financial Management, LLC
Katie Exchange's Company Details
Boston Financial Management, LLC logo, Boston Financial Management, LLC contact details

Boston Financial Management, LLC

Boston, Massachusetts, US • 64 Employees
Financial Services

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/

Investment Management Estate & Financial Planning Estate & Financial Planning Financial Services Financial Advisory Services
Details about Boston Financial Management, LLC
Frequently Asked Questions about Katie Exchange
Katie Exchange currently works for Boston Financial Management, LLC.
Katie Exchange's role at Boston Financial Management, LLC is Associate Wealth Manager.
Katie Exchange's email address is ***@bfminvest.com. To view Katie Exchange's full email address, please signup to ConnectPlex.
Katie Exchange works in the Financial Services industry.
Katie Exchange's colleagues at Boston Financial Management, LLC are Timothy Farina, Ali Russo, Laurie Novak, Bradford Gardner, Lauren Poirier, Jonathan Cottrell, Timothy Gray and others.
Katie Exchange's phone number is 617-338-8108
See more information about Katie Exchange