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Abbot Financial Management, Inc. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Abbot Financial Management, Inc. is a privately owned asset and wealth management firm operating in the investment management industry. Based in North Andover, Massachusetts, the firm provides fee-only investment services and seeks to build stable, principal-preserving portfolios through a disciplined approach to stocks and bonds, tailored to each client’s risk tolerance and objectives. Its client base includes individuals, families, corporations, retirement plans, and foundations, for whom AFM aims to deliver consistent returns and careful asset protection, with emphasis on clear communication and confidentiality. Founded in 1983, the firm emphasizes flexibility and personalized service as core aspects of its approach to financial stewardship.

Find Abbot Financial Management, Inc. employees' phone numbers or email addresses

Abbot Financial Management, Inc. Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Abbot Financial Management, Inc.'s Leadership

  • Stylized image of a person
    A. N.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Portfolio Manager & Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Inventory Specialist
    Phone icon
    Mobile Phone

Abbot Financial Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Purchasing
  • Banking
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Abbot Financial Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. N.
    President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    D. W.
    Portfolio Manager & Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    C. A.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    C. A.
    Office Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 18, 2025
  • Stylized image of a person
    B. N.
    Inventory Specialist
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 29, 2026

Frequently Asked Questions

What is Abbot Financial Management, Inc. known for?

Minus sign iconPlus sign iconAbbot Financial Management, Inc. was founded in 1983 operates in the Investment Management industry. Explore Abbot Financial Management, Inc.'s company overview page for more information.

What is Abbot Financial Management, Inc.'s most common email format?

Minus sign iconPlus sign iconAbbot Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Abbot Financial Management, Inc. email formats with LeadIQ.

How many employees does Abbot Financial Management, Inc. have currently?

Minus sign iconPlus sign iconAbbot Financial Management, Inc. has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Abbot Financial Management, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Abbot Financial Management, Inc.'s key employees include:

  • President: A. N.
  • Portfolio Manager & Wealth Advisor: D. W.
  • Office Manager: C. A.
  • Office Manager: C. A.
  • Inventory Specialist: B. N.

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