Archstone Financial

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

324 Grove St, Worcester, Massachusetts, ...

Phone Number

(978) 400-5173

Website

www.archstonefinancial.net

Revenue

<$5 Million

Industry

Finance Securities Trading

About Archstone Financial

Archstone Financial is an independent financial services and advisory firm that provides holistic financial planning tailored to individual needs. They support clients through significant life decisions, focusing on wealth management, retirement planning, and legacy structuring. Their services cater to various client groups, including pre-retirees, families, educators, and medical professionals. With a collaborative approach, Archstone Financial aims to empower clients to make informed financial decisions at every life stage.Explore more
Archstone Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Archstone Financial Org Chart

PhoneEmail
CM
United States flag for contact location.
Christine Martin

Client Relationship Manager

PhoneEmail
RB
United States flag for contact location.
Rick Brutto

Client Service Manager

PhoneEmail
TS
United States flag for contact location.
Terri Speer

Client Service Manager

PhoneEmail
LB
United States flag for contact location.
Lisa Bousquet

Office Manager

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PH
United States flag for contact location.
Pamela Houlihan

Client Manager

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JS
United States flag for contact location.
Julie Sullivan

Manager, Client Services

PhoneEmail
AD
United States flag for contact location.
Andi Duplessie

Client Service Manager

PhoneEmail

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GH
United States flag for contact location.
Gary Holland

Managing Partner, Financial Planner

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ER
United States flag for contact location.

Partner, Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
MM
United States flag for contact location.

Managing Partner, Financial Planner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
AL
United States flag for contact location.

Managing Partner, Financial Advisor

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CC
United States flag for contact location.

Financial With Archstone Financial Advisor

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ML
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Financial Advisor

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KN
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Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
AK
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Financial Planner

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Compare Similar Companies to Archstone Financial

Compare insights from companies similar to Archstone Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Number of Employees

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Founded In

Top Executive

Archstone Financial

<$5M
11-50
Private
-
2011
CM
Christine MartinClient Relationship Manager
Signature Financial Group
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1994
PW
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Professional Planning Gro...
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1985
MS
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Virtus Group
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2015
RS
Ravi SankaranBusiness Unit Head
Retirement Planning Group
<$5M
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-
-
MG
Madeline GardnerAssociate
LPL Financial
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-
PS
Philip SpitzerRegistered Representative, Investment Adviser Representative
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TH
Thomas HallManaging Director, Investments
Illustration of an envelope

Archstone Financial Tech Stack

A closer look at the technologies used by Archstone Financial

Cloudflare Website Optimization

By

Cloudflare
Proofpoint

By

Proofpoint
Datadog

By

Datadog
Microsoft 365

By

Microsoft
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Frequently Asked Questions Regarding Archstone Financial

What is Archstone Financial's official website?
Archstone Financial's official website is www.archstonefinancial.net What is Archstone Financial's Revenue?
Archstone Financial's revenue is <$5 Million What is Archstone Financial's SIC code?
Archstone Financial's SIC: 62,628 What is Archstone Financial's NAICS code?
Archstone Financial's NAICS: 52,523 How many employees does Archstone Financial have?
Archstone Financial has 11-50 employees What industry does Archstone Financial belong to?
Archstone Financial is in the industry of: Finance, Securities Trading What is Archstone Financial competition?
Archstone Financial top competitors include: Professional Planning Group, Retirement Planning Group, LPL Financial, Virtus Group What companies has Archstone Financial acquired?
Archstone Financial has acquired the companies: GateHouse Financial Advisors What technology does Archstone Financial use?
Some of the popular technologies that Archstone Financial uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365 How do I contact Archstone Financial?
Archstone Financial contact info: Phone number: (978) 400-5173 Website: www.archstonefinancial.net What does Archstone Financial do?

Archstone Financial is an independent financial services and advisory firm that provides holistic financial planning tailored to individual needs. They support clients through significant life decisions, focusing on wealth management, retirement planning, and legacy structuring. Their services cater to various client groups, including pre-retirees,... families, educators, and medical professionals. With a collaborative approach, Archstone Financial aims to empower clients to make informed financial decisions at every life stage.Read More

 What are Archstone Financial social media links?
Archstone Financial Linkedin page Archstone Financial Facebook page Is Archstone Financial a public company?
Archstone Financial is private company therefore does not currently have an official ticker symbol
See more information about Archstone Financial

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