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https://bostonfinancialmanagement.com/
Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions. Client Focused.
Boston Financial Investment Management (Boston Financial) is a national leader in the low-income housing tax credit (LIHTC) industry, with a proven track record in syndication services as well as asset and portfolio management. Founded in 1969, our company has focused on providing exceptional client service to its investors and developer ...
https://www.facebook.com/Boston-Financial-Management-LLC-697219740676885/
Boston Financial Management, LLC. January 8 at 10:38 AM ·. Katie Exchange, CFP® plays a critical role in the delivery of investment and wealth management services to clients. She was recently featured in January’s edition of Maine Home+Design Magazine discussing financial planning over a client’s lifetime. Be sure to visit Maine Home ...
https://bostonfinancialmanagement.com/boston-financial-management/2021/11/01/virtual-event-preparing-for-an-evolving-tax-landscape/
On October 20th, Boston Financial Management hosted a live webinar titled Preparing for an Evolving Tax Landscape. Please note that this webinar discusses the status of the recent tax proposals as of October 20, 2021. Since this date, President Biden has proposed a modified plan with fewer tax increases. However, Congress has continued to negotiate […]
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