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Welch & Forbes LLC

45 School Street
Boston, Massachusetts 02108
United States View Map >>

P: (617) 523-1635
F: (617) 742-6243
Welch & Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates. We also offer authoritative guidance on a variety of diversified tax-related subjects. In addition, by naming a Wel... more
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Products & Services

mid-size investment management boutique, asset management


Investment Banking, Brokerage

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SIC Codes

6733, 6211

Recently updated profiles at this company (79 contacts available)

Sheila Nilan
Assistant Trader
Charles Curtis
Senior Vice President
Kurt Walter
Chief Financial Officer
Casey Barron
Client Relationship Specialist
Lori Lloyd
Office Manager
Todd Jundi
Chief Compliance Officer
Peter Brown
Senior Vice President and Portfolio Manager
Lori Haller
Manager Estate Settlement
Denise Barron
Trust Accounting Operations Manager and Vice President
Lena Marble
Estate Administrator

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