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Canby Financial Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Canby Financial Advisors is a financial services firm based in Framingham, Massachusetts. It offers fee-only financial planning and investment management services, designed to help clients navigate through major life stages. Advisory services are provided through Canby Financial Advisors, LLC, a SEC-registered investment adviser.

The firm serves individuals and families as they grow their careers, start families, own businesses, or prepare for retirement, tailoring planning and investment oversight to each client's needs. It sits within the financial services industry as a smaller practice offering comprehensive wealth management guidance. In 2020, the firm announced that Joelle Spear joined as a partner, marking a leadership development.

Find Canby Financial Advisors employees' phone numbers or email addresses

Canby Financial Advisors Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Canby Financial Advisors's Leadership

  • Vice President Of Operations at Canby Financial Advisors
    G. E.
    Vice President Of Operations
    Mobile Phone
  • Financial Advisor, Managing Partner at Canby Financial Advisors
    C. B.
    Financial Advisor, Managing Partner
    Mobile Phone
  • Financial Advisor, Director Of Financial Planning at Canby Financial Advisors
    M. B. C.
    Financial Advisor, Director Of Financial Planning
    Mobile Phone
  • Director Of Client Service at Canby Financial Advisors
    E. C.
    Director Of Client Service
    Mobile Phone
  • Director Of Marketing at Canby Financial Advisors
    J. B.
    Director Of Marketing
    Mobile Phone
  • Client Service Manager at Canby Financial Advisors
    F. A.
    Client Service Manager
    Mobile Phone
  • Client Service Manager at Canby Financial Advisors
    M. D.
    Client Service Manager
    Mobile Phone
  • Operations Manager at Canby Financial Advisors
    G. E.
    Operations Manager
    Mobile Phone

Canby Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Canby Financial Advisors

Name
Title
Contact
Location
Last Update
  • Financial Advisor, Managing Partner at Canby Financial Advisors
    C. B.
    Financial Advisor, Managing Partner
    Mobile Phone
    United States, Massachusetts
    Feb 18, 2026
  • Vice President Of Operations at Canby Financial Advisors
    G. E.
    Vice President Of Operations
    Mobile Phone
    United States, Connecticut
    Apr 23, 2026
  • Financial Advisor, Director Of Financial Planning at Canby Financial Advisors
    M. B. C.
    Financial Advisor, Director Of Financial Planning
    Mobile Phone
    United States, Massachusetts
    Apr 29, 2026
  • Director Of Client Service at Canby Financial Advisors
    E. C.
    Director Of Client Service
    Mobile Phone
    United States, Massachusetts
    Apr 15, 2026
  • Director Of Marketing at Canby Financial Advisors
    J. B.
    Director Of Marketing
    Mobile Phone
    United States, Massachusetts
    Apr 23, 2026
  • Client Service Manager at Canby Financial Advisors
    F. A.
    Client Service Manager
    Mobile Phone
    United States, Massachusetts
    Feb 23, 2026
  • Client Service Manager at Canby Financial Advisors
    M. D.
    Client Service Manager
    Mobile Phone
    United States, Massachusetts
    Apr 15, 2026
  • Operations Manager at Canby Financial Advisors
    G. E.
    Operations Manager
    Mobile Phone
    United States, Massachusetts
    Sep 18, 2024
  • Relationship Manager at Canby Financial Advisors
    M. F.
    Relationship Manager
    Mobile Phone
    UNITED STATES
    May 09, 2024
  • Office Manager at Canby Financial Advisors
    S. W.
    Office Manager
    Mobile Phone
    United States, Massachusetts
    Aug 06, 2024

Frequently Asked Questions

What is Canby Financial Advisors known for?

Minus sign iconPlus sign iconCanby Financial Advisors operates in the Financial Services industry. You can contact Canby Financial Advisors's main corporate office by phone at
+1-508-598-****
. Explore Canby Financial Advisors's company overview page for more information.

What is Canby Financial Advisors's most common email format?

Minus sign iconPlus sign iconCanby Financial Advisors employees' email format typically follows the pattern of FLast@canbyfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Canby Financial Advisors email formats with LeadIQ.

How many employees does Canby Financial Advisors have currently?

Minus sign iconPlus sign iconCanby Financial Advisors has approximately 11 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Canby Financial Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Canby Financial Advisors's key employees include:

  • Vice President Of Operations: G. E.
  • Financial Advisor, Managing Partner: C. B.
  • Financial Advisor, Director Of Financial Planning: M. B. C.
  • Director Of Client Service: E. C.
  • Director Of Marketing: J. B.

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