LC
Lindsay Cassaro
Client Service Associate at Boston Financial Management,
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Work Experience
Client Service Associate
Jul 2019 - Present · 5 years and 5 months
Global Relationship Group Assistant
Jan 2018 - Jul 2019 · 1 years and 6 months
Client Service Manager
Oct 2016 - Dec 2017 · 1 years and 2 months
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/
Year Founded
1976
Social Media
Linkedin
Industry
Financial Services
HQ Location
255 State St Boston, Massachusetts 02109, US
Keywords
Investment Management and Estate & Financial Planning
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