Welch & Forbes LLC

45 School St.
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)

Mary Steele
Client Relationship Specialist
Kurt Walter
Chief Financial Officer
Dylan Holbrook
Marketing Administrator
Denise Barron
Trust Accounting Operations Manager and Vice President
Naomi Dalessandro
Portfolio Manager
Charles Haydock
Executive Vice President
Oliver Spalding
Senior Vice President
Theodore Ober
Portfolio Manager
Edward Sullivan
Director Of Client Development
Lena Marble
Estate Administrator
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