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)

Todd Jundi
Senior Vice President, Chief Compliance Officer
Kurt Walter
Chief Financial Officer
Michael Bean
Senior Tax Specialist
Leah Brown
Vice President, Human Resources and Administration
Brenda Davidson
Tax Administrator
Casey Barron
Client Relationship Specialist
Sheila Nilan
Assistant Trader
Christian Hagelstein
Business Systems Analyst
Charles Curtis
Senior Vice President
Lori Lloyd
Office Manager
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