Single Point Partners
Single Point Partners is a fee-only financial planning firm located in Boston, MA. We act as a Project Manager for your financial life. Clients who work with us are looking for more than just advice, they want a partner to make sure things get done.
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Verified contacts
17
available on Kipplo
LinkedIn employees
18
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
201
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- SS
Susan Snyder
Client Services Manager Business Operations · Other
EmailPhone - SW
Sara Walker Thomson
Planning Analyst · Finance & Accounting
EmailPhone - CH
Claire Hawkes
Personal CFO · Finance & Accounting
EmailPhone - LW
Leah Warren
Personal CFO · Finance & Accounting
EmailPhone - MH
Michelle Harrison
Personal CFO · Finance & Accounting
EmailPhone - AK
Abraham Kirby-Galen
Planning Analyst · Finance & Accounting
EmailPhone - JM
Janee Merritt
Event Coordinator · Operations
EmailPhone - JS
Joshua Sedlecky
Investment Operations Analyst i · Operations
EmailPhone - MG
Matthew Grimes
Business Operations Analyst · Operations
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Single Point Partners
7 distinct titles indexed · top 7 shown.
- 8personal cfo
- 2planning analyst
- 1associate planning analyst
- 1business operations analyst
- 1client services manager business operations
- 1event coordinator
- 1investment operations analyst i
Sign up to unlock all 17 contacts at Single Point Partners
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Sign up to reveal 17 verified contacts at Single Point Partners
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