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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

  • Stylized image of a person
    G. E.
    Vice President Of Operations
    Mobile Phone
  • Stylized image of a person
    C. B.
    Financial Advisor, Managing Partner
    Mobile Phone
  • Stylized image of a person
    M. B. C.
    Financial Advisor, Director Of Financial Planning
    Mobile Phone
  • Stylized image of a person
    E. C.
    Director Of Client Service
    Mobile Phone
  • Stylized image of a person
    J. B.
    Director Of Marketing
    Mobile Phone
  • Stylized image of a person
    F. A.
    Client Service Manager
    Mobile Phone
  • Stylized image of a person
    M. D.
    Client Service Manager
    Mobile Phone
  • Stylized image of a person
    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
  • Stylized image of a person
    M. F. C.
    Senior Financial Advisor
    Mobile Phone
    United StatesMassachusetts
    Feb 23, 2026
  • Stylized image of a person
    C. G.
    Financial Advisor
    Mobile Phone
    United StatesMassachusetts
    Feb 23, 2026
  • Stylized image of a person
    D. J.
    Financial Advisor
    Mobile Phone
    United StatesMassachusetts
    May 29, 2026
  • Stylized image of a person
    C. C. G.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    L. L.
    Office Administrator
    Mobile Phone
    United StatesMassachusetts
    Feb 23, 2026
  • Stylized image of a person
    B. S.
    Director Brn Relationships
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

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 the 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 . 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 August 2026. These team members are located across 1 continents, including North America.

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

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As of August 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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