TFC Financial Management, based in Boston, is ranked No. 10 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.7 billion
Accounts Under Management: 1,900
Years in Business: 45
- Accepts clients in all 50 states
- Physical offices in Massachusetts
- $2 million minimum asset threshold
Leadership and Contact Information:
Renée Kwok, president & chief executive officer
Leann Sullivan, managing director of financial planning and shareholder
Michael Meehan, managing director of marketing and shareholder
tfcfinancial.com
260 Franklin St., Suite 1888, Boston, MA 02110
(617) 210-6700
