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250 First Avenue
Needham, Massachusetts 02494
Beaumont Financial Partners, LLC is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals. The firm has been delivering a range of wealth management services to affluent individuals and families, ... more
Client Advisory Team | Private Client
Senior Financial Planner
Financial Planning Association
Beaumont Financial Partners LLC
State University of New York at Geneseo
Rochester Institute of Technology
Beaumont Financial Partners â€” Relationship Managers
Bob's responsibilities include client relationship management, retirement planning, tax and estate planning.
Select Team Member Stories - Gerstein Fisher
Bob works closely with Gerstein Fisher Private Clients to identify their financial planning and investment objectives and, in conjunction with other areas of the firm, to develop integrated solutions to meet them.
European Liver Patients Association
New Bethlehem Presbyterian Church
Hewlett Packard Enterprise Co
Western Suffolk BOCES