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Renée Kwok Email
CFP®, President & CEO . TFC Financial Management
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Employees:
32Revenue:
$5.4MAbout
TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first. Company Specialties: • Multi-generational families • Women in transition • Life transitions, including retirement, inheritance, marriage, birth of a child, loss of a family member • Employee-related decisions, including benefits, employer stock grants, employment transitionsTFC Financial Management Address
260 Franklin Street, Suite 1888Boston, MA
United States