Tri-Harbor Financial Group
In 2023, four successful Northwestern Mutual district offices in Braintree, MA; Wellesley, MA; Providence, RI; and Midtown NYC merged to create what is now the largest Northwestern Mutual office in the country: the Tri-Harbor Financial Group. We are committed to helping families and businesses across the northeastern seaboard reach and secure their financial goals. Our version of financial planning means pairing the right insurance with sound investment strategies, so our clients can do the things that matter most, with the ones who matter most.
7-day free trial · no credit card
Verified contacts
40
available on Kipplo
LinkedIn employees
35
201 to 500 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
17
tools in use
Monthly traffic
173K
organic / mo
Sign up free to see all 40 verified contacts at Tri-Harbor Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- JC
James Chabot
Financial Planning · Finance & Accounting
EmailPhone - CF
Cooper Fowler
Financial Representative · Sales & Business Development
EmailPhone - FS
Francis Soime
Financial Representative · Sales & Business Development
EmailPhone - LM
Lauren Masucci
Financial Representative · Sales & Business Development
EmailPhone - NA
Nicolas Alger
Financial Advisor · Finance & Accounting
EmailPhone - SS
Steven Shu
Financial Advisor · Finance & Accounting
EmailPhone - VC
Victoria Cruz
Digital Media Marketing Coordinator · Advertising & Marketing
EmailPhone - YK
Yebbie Kim-Sumigcay
Financial Representative · Sales & Business Development
EmailPhone - BL
Brendan Lough
Tri-harbor Financial Group · Other
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Tri-Harbor Financial Group
12 distinct titles indexed · top 10 shown.
- 17financial representative
- 9financial advisor
- 5tri-harbor financial group
- 1associate wealth management advisor
- 1chief marketing officer
- 1college financial representative
- 1digital media marketing coordinator
- 1financial advisor tri-harbor financial group
- 1financial planner intern
- 1financial planning
- +2more titles
Sign up to unlock all 40 contacts at Tri-Harbor Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 40 verified contacts at Tri-Harbor Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.