Tfc Financial Management, Inc
TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Our clients trust that we’ll always put their best interests first, through only the most objective advice and direct, personal attention. Our clients also rely on us to provide help and support in areas beyond their investments, often at challenging times in their lives. As a truly independent firm owned by its principal employees, we’re free to recommend strategies that we believe will help meet our clients long-term financial goals. To learn more about TFC Financial, please visit tfcfinancial.com - Our social media accounts should not be regarded as advisory services or be used for general questions regarding your financial accounts. Due to industry regulations, we are limited in our ability to conduct conversations via social media forums. If you are a client and need assistance with any of your accounts please contact us at (617) 210-6700, Monday through Friday, 8am – 5pm, and we will be happy to assist you.
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Verified contacts
27
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
1
tools in use
Monthly traffic
398
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- MS
Michael Sullivan
Director of Operations and Analytics, Shareholder · Operations
EmailPhone - SB
Scott Burg
Director of Investment Research · Finance & Accounting
EmailPhone - JB
Jane Barney
Vice President and Client Advisor · Sales & Business Development
EmailPhone - BH
Betty Harris
Office Manager · Operations
EmailPhone - ME
Mary Evans
Client Advisor · Sales & Business Development
EmailPhone - TG
Toni Grimm
Senior Client Advisor · Sales & Business Development
EmailPhone - BK
Brian Keri
Senior Trader · Finance & Accounting
EmailPhone - HJ
Hilary J. Champagne
Financial Planning Associate · Finance & Accounting
EmailPhone - JP
Jaret Petruzzelli
Trader and Research Analyst · Finance & Accounting
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Tfc Financial Management, Inc
22 distinct titles indexed · top 10 shown.
- 3financial planning associate
- 2office administeative coordinator
- 2senior client service associate
- 2senior financial planning associate
- 1administrative assistant
- 1chairman & ceo
- 1chief investment officer
- 1client advisor
- 1client service assistant
- 1client service associate
- +12more titles
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