Insights

Established Expertise With over four decades of experience in wealth management, Boston Financial Management demonstrates a strong foundation in financial advisory services, making it an attractive partner for clients seeking seasoned investment expertise.

Client-Centric Approach The company's focus on delivering unmatched client service and building long-term relationships presents opportunities to promote personalized financial solutions and high-value advisory offerings.

Digital Engagement Utilizing web-based technologies like WordPress and jQuery indicates an active online presence, which can be leveraged to engage prospective clients through targeted digital marketing campaigns and content marketing initiatives.

Growth Potential Revenue range of 10 to 25 million dollars suggests a mid-sized operation with expansion opportunities in wealth management services, especially in appealing to high-net-worth individuals and institutional clients.

Market Positioning Being part of a competitive landscape with firms like Weitz Investment Management offers avenues to highlight unique service qualities and differentiate through customized solutions and superior client engagement strategies.

Boston Financial Management, LLC's Email Address Formats

Boston Financial Management, LLC uses at least 2 format(s):

Boston Financial Management, LLC Email Formats	Example	Percentage
FirstL@bfminvest.com	JohnD@bfminvest.com	81%
Last@bfminvest.com	Doe@bfminvest.com	14%
FirstLast@bfminvest.com	JohnDoe@bfminvest.com	4%
FLast@bfminvest.com	JDoe@bfminvest.com	1%
FirstL@bostonfinancialmanagement.com	JohnD@bostonfinancialmanagement.com	67%
FLast@bostonfinancialmanagement.com	JDoe@bostonfinancialmanagement.com	16%
FirstLast@bostonfinancialmanagement.com	JohnDoe@bostonfinancialmanagement.com	10%
First_Last@bostonfinancialmanagement.com	John_Doe@bostonfinancialmanagement.com	4%
F.Last@bostonfinancialmanagement.com	J.Doe@bostonfinancialmanagement.com	3%

Boston Financial Management, LLC Email Formats

Example

Percentage

FirstL@bfminvest.com

JohnD@bfminvest.com

81%

Last@bfminvest.com

Doe@bfminvest.com

14%

FirstLast@bfminvest.com

JohnDoe@bfminvest.com

FLast@bfminvest.com

JDoe@bfminvest.com

FirstL@bostonfinancialmanagement.com

JohnD@bostonfinancialmanagement.com

67%

FLast@bostonfinancialmanagement.com

JDoe@bostonfinancialmanagement.com

16%

FirstLast@bostonfinancialmanagement.com

JohnDoe@bostonfinancialmanagement.com

10%

First_Last@bostonfinancialmanagement.com

John_Doe@bostonfinancialmanagement.com

F.Last@bostonfinancialmanagement.com

J.Doe@bostonfinancialmanagement.com

Frequently Asked Questions

Where is Boston Financial Management, LLC's headquarters located?

Boston Financial Management, LLC's main headquarters is located at 255 State Street Boston, Massachusetts 02109 United States. The company has employees across 1 continents, including North America.

What is Boston Financial Management, LLC's phone number?

You can contact Boston Financial Management, LLC's main corporate office by phone at

+1-617-338-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boston Financial Management, LLC's official website and social media links?

Boston Financial Management, LLC's official website is bfminvest.com and has social profiles on LinkedIn.

What is Boston Financial Management, LLC's SIC code NAICS code?

Boston Financial Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Boston Financial Management, LLC have currently?

As of February 2026, Boston Financial Management, LLC has approximately 58 employees across 1 continents, including North America. Key team members include Chief Executive Officer: G. V.Chief Planning Officer: A. O.Chief Operating Officer Chief Compliance Officer And Director Of Client Service: Z. C.. Explore Boston Financial Management, LLC's employee directory with LeadIQ.

What industry does Boston Financial Management, LLC belong to?

Boston Financial Management, LLC operates in the Financial Services industry.

What technology does Boston Financial Management, LLC use?

Boston Financial Management, LLC's tech stack includes GravatarWordPressjQueryPHP.

What is Boston Financial Management, LLC's email format?

Boston Financial Management, LLC's email format typically follows the pattern of FirstL@bfminvest.com. Find more Boston Financial Management, LLC email formats with LeadIQ.

When was Boston Financial Management, LLC founded?

Boston Financial Management, LLC was founded in 1976.

Boston Financial Management, LLC

Q: What technology does Boston Financial Management, LLC use?

Boston Financial Management, LLC's tech stack includes PHP, jQuery, Gravatar, WordPress.

Financial ServicesMassachusetts, United States51-200 Employees

We dedicate ourselves to wealth management  for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. 

Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940.

Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/

Insights

Similar companies to Boston Financial Management, LLC

Weitz Investment Management