Katie M.

Client Service Associate at Boston Financial Management, Inc. - Boston, MA, US

Katie M.'s Colleagues at Boston Financial Management, Inc.
Stacy Reinhart

Managing Director

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Timothy CFA

Equity Research Analyst

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Susan Zimmerman

Managing Director

Contact Susan Zimmerman

Bottar Karen

Managing Director

Contact Bottar Karen

Katie Exchange

Associate Wealth Manager

Contact Katie Exchange

Timothy Farina

Equity Research Analyst

Contact Timothy Farina

Ali Russo

Administrative Coordinator

Contact Ali Russo

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Katie M.'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
Greater Boston
Company
Boston Financial Management, Inc.
Katie M.'s Company Details
Boston Financial Management, Inc. logo, Boston Financial Management, Inc. contact details

Boston Financial Management, Inc.

Boston, MA, US • 50 - 99 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/

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Frequently Asked Questions about Katie M.
Katie M. currently works for Boston Financial Management, Inc..
Katie M.'s role at Boston Financial Management, Inc. is Client Service Associate.
Katie M.'s email address is ***@bfminvest.com. To view Katie M.'s full email address, please signup to ConnectPlex.
Katie M. works in the Financial Services industry.
Katie M.'s colleagues at Boston Financial Management, Inc. are Stacy Reinhart, Timothy CFA, Susan Zimmerman, Bottar Karen, Katie Exchange, Timothy Farina, Ali Russo and others.
Katie M.'s phone number is 617-338-8108
See more information about Katie M.