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      Boston Family Office

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      Real Estate Agents

      88 Broad St Ste 200, Boston, MA 02110

      617-624-0800

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      DETAILS
      General Info
      Boston Family Office, located in Boston, is an asset management firm. The firm offers financial advice, investment management, custodial services through the Boston Safe Deposit and Trust Co., tax planning, and referrals to third parties. It focuses on long-term purchases of equities based on an analysis of a specific company s balance sheet, operating history, management, growth rate, market valuation, dividend, industry, and standing within its industry. The firm considers influence of trends in national and world economies, interest rates and inflation, demographics, consumer confidence, current and historical events. Its investments in municipal, corporate and government bonds are based on creditworthiness of the issuers, liquidity, years until maturity, coupon rate, and interest rate.
      Extra Phones

      TollFree: 800-900-4401

      Hours
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      Category
      Real Estate Agents
      Location
      Summer Exchange Bldg
      Neighborhoods
      Downtown Boston, Financial District
      AKA

      The Boston Family Office

      Other Links

      http://www.bosfam.com

      https://www.bosfam.com/contact

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.