Blue Line Financial, LLC logo

Blue Line Financial, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Blue Line Financial, LLC operates in the financial services sector and is based in West Roxbury, Massachusetts. The firm appears to serve public sector professionals such as police, fire, EMTs, teachers, and other municipal employees, aiming to support those who serve communities. With a small professional team, the company positions itself to provide tailored financial guidance to this specific client base, leveraging partnerships through registered representatives and advisors affiliated with Cambridge Investment Research entities, though Blue Line Financial emphasizes its independent status. The company’s materials indicate a cautious approach to third-party information and clarify that content from external sites is not an endorsement. The overall scope suggests a focused niche within financial advisory services, centered on individuals in municipal and public service roles, operating from the greater Boston area.

Find Blue Line Financial, LLC employees' phone numbers or email addresses

Blue Line Financial, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Blue Line Financial, LLC's Leadership

  • Stylized image of a person
    B. C.
    Managing Director
  • Stylized image of a person
    C. O.
    Practice Manager
  • Stylized image of a person
    T. P.
    Wealth Advisor
  • Stylized image of a person
    W. J. F.
    Financial Services Advisor
  • Stylized image of a person
    B. K.
    Financial Advisor

Blue Line Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Blue Line Financial, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. C.
    Managing Director
    United StatesMassachusetts
    Oct 17, 2024
  • Stylized image of a person
    C. O.
    Practice Manager
    United StatesMassachusetts
    May 31, 2026
  • Stylized image of a person
    T. P.
    Wealth Advisor
    United StatesMassachusetts
    Apr 16, 2026
  • Stylized image of a person
    W. J. F.
    Financial Services Advisor
    United StatesMassachusetts
    Mar 25, 2026
  • Stylized image of a person
    B. K.
    Financial Advisor
    United StatesMassachusetts
    Oct 22, 2024

Frequently Asked Questions

What is Blue Line Financial, LLC known for?

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Blue Line Financial, LLC was founded in 2017 operates in the Financial Services industry. Explore Blue Line Financial, LLC's company overview page for more information.

What is Blue Line Financial, LLC's most common email format?

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Blue Line Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Line Financial, LLC email formats with LeadIQ.

How many employees does Blue Line Financial, LLC have currently?

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Blue Line Financial, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Blue Line Financial, LLC's key employees and leadership?

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As of July 2026, Blue Line Financial, LLC's key employees include:

  • Managing Director: B. C.
  • Practice Manager: C. O.
  • Wealth Advisor: T. P.
  • Financial Services Advisor: W. J. F.
  • Financial Advisor: B. K.

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