Lindsay Cassaro

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

Lindsay Cassaro's Colleagues at Boston Financial Management, Inc.
Kevin Perniciaro

Trading and Research Assistant

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Kristina Foreman

Estate and Financial Planning Associate

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Sorelle Crasnick

Administrative Coordinator

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Olivia Reardon

Client Service Associate

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Elizabeth Pedersen

Executive Assistant to CEO/Communications Manager

Contact Elizabeth Pedersen

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Lindsay Cassaro's Contact Details
HQ
617-338-8108
Location
Company
Boston Financial Management, Inc.
Lindsay Cassaro'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/

Investment Management Estate & Financial Planning Estate & Financial Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Lindsay Cassaro
Lindsay Cassaro currently works for Boston Financial Management, LLC.
Lindsay Cassaro's role at Boston Financial Management, LLC is Client Service Associate.
Lindsay Cassaro's email address is ***@bfminvest.com. To view Lindsay Cassaro's full email address, please signup to ConnectPlex.
Lindsay Cassaro works in the Financial Services industry.
Lindsay Cassaro's colleagues at Boston Financial Management, Inc. are Carol Cusson, Kevin Perniciaro, Abby Psyhogeos, Kristina Foreman, Sorelle Crasnick, Olivia Reardon, Elizabeth Pedersen and others.
Lindsay Cassaro's phone number is 617-338-8108
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