Civic Financial

United States · 20 Employees
Civic Financial is a sophisticated wealth management firm serving high-income and high-net-worth clients in comprehensive financial planning, investments and insurance. Civic Financial is proudly affiliated with Northwestern Mutual Private Client Group, which means our clients can rely on their sterling reputation for client service, financial strength as a 160+ year old FORTUNE® 100 company, and access to relevant market research, products, and cutting-edge technology. Our culture at Civic Financial is one of hard work, educational advancement, and exceptional client service. Our team consists of entrepreneurial millennials partnered with seasoned industry veterans, experts and credentialed advisors bringing 200 years of combined experience. This diverse and powerful mix allows us to uniquely service our multi-generational clients in full-service planning & wealth management, and in specialized insurance & estate planning. We encourage you to meet our team and to learn how we can serve you and your community.

概述

国家 United States
成立时间 2013
总部 Boston, Massachusetts
电话号码 +1 212-756-5192
网站
LinkedIn http://www.linkedin.com/company/civicfinancial
Twitter
Facebook
员工数 20
行业 financial services,
简介 Civic Financial is a sophisticated wealth management firm serving high-income and high-net-worth clients in comprehensive financial planning, investments and insurance. Civic Financial is proudly affiliated with Northwestern Mutual Private Client Group, which means our clients can rely on their sterling reputation for client service, financial strength as a 160+ year old FORTUNE® 100 company, and access to relevant market research, products, and cutting-edge technology. Our culture at Civic Financial is one of hard work, educational advancement, and exceptional client service. Our team consists of entrepreneurial millennials partnered with seasoned industry veterans, experts and credentialed advisors bringing 200 years of combined experience. This diverse and powerful mix allows us to uniquely service our multi-generational clients in full-service planning & wealth management, and in specialized insurance & estate planning. We encourage you to meet our team and to learn how we can serve you and your community.

技术

常见问题

Civic Financial 在哪里?

Civic Financial 的总部位于 Boston, Massachusetts

Civic Financial 的电话号码是多少?

Civic Financial 的电话号码是 +1 212-756-5192

Civic Financial 的官方网站是什么?

Civic Financial 的公司官方网站是

Civic Financial 是做什么的?

Civic Financial 的业务有哪些?

Civic Financial 的年收入是多少?

Civic Financial 的收入是 0美元

Civic Financial 有多少员工?

Civic Financial 有 20 名员工

Civic Financial 属于哪个行业?

Civic Financial 从事以下行业: financial services

Civic Financial 使用什么技术?

Civic Financial 使用的一些流行技术包括:

如何联系 Civic Financial?

Civic Financial 联系信息: 电话号码:+1 212-756-5192， 网站:， 邮箱：eva***@***.com

Civic Financial 的社交媒体链接是什么?

Civic Financial 领英：http://www.linkedin.com/company/civicfinancial,fackbook：,twitte:

Civic Financial 是一家上市公司吗?

不是

Civic Financial 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Civic Financial?

Civic Financial 有 0 家投资者,包括 。

管理层

Evan Schutzman

Director Of Financial Planning

Faith Chandler

Director of Marketing

Taner Gokce

Director of Insurance Operations

Shannon Fadden

Director of Client Relations

Ann Roberts

Director of Client Services

员工

Elizabeth Szklennik

Bookkeeper

Alissa Felice

Civic Financial

Connor Hall

Civic Financial

Janine Dipaolo

Executive Assistant

Grant Parisi

Civic Financial

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