Boston Independence Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

182 Turnpike Rd Ste 227, Westborough, Ma...

Phone Number

(877) 772-1776

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Boston Independence Group

Boston Independence Group is a financial services firm based in Westborough, MA, specializing in tailored retirement planning and wealth management for individuals over the age of 50. They offer a range of services including retirement income planning, investment management, tax strategy, and legacy planning, aimed at helping clients preserve their wealth and ensure a confident retirement. The firm focuses on creating customized strategies to meet the specific needs of retirees, ensuring they do not outlive their money or overpay in taxes. With a commitment to financial education, they also provide resources such as webinars and podcasts to support their clients' financial journeys.Explore more
Boston Independence Group's Social MediaPopular Searchesboston independence group IncBoston Independence GroupIndependence Group IncMaking Money Last, America's Retirement ResourceSIC Code 62,628NAICS Code 52,523Show more

Boston Independence Group Org Chart

PhoneEmail
Gerard Dougherty, President & Founder at Boston Independence Group
United States flag for contact location.

President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boston Independence Group

<$5M
1-10
Private
-
2012
Gerard Dougherty, President & Founder at Boston Independence Group
Gerard DoughertyPresident & Founder
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
-
CD
Cory DaughertyTrust Advisor and Financial Representative
<$5M
11-50
Private
-
1983
KM
Kevin MineardChief Financial Officer
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2005
JF
John FlahertyPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Boston Independence Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Boston Independence Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Boston Independence Group.

Boston Independence Group Tech Stack

A closer look at the technologies used by Boston Independence Group

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Frequently Asked Questions Regarding Boston Independence Group

What is Boston Independence Group's official website?
Boston Independence Group's official website is www.bostonindependencegroup.com
What is Boston Independence Group's Revenue?
Boston Independence Group's revenue is <$5 Million
What is Boston Independence Group's SIC code?
Boston Independence Group's SIC: 62,628
What is Boston Independence Group's NAICS code?
Boston Independence Group's NAICS: 52,523
How many employees does Boston Independence Group have?
Boston Independence Group has 1-10 employees
What industry does Boston Independence Group belong to?
Boston Independence Group is in the industry of: Finance, Securities Trading
What is Boston Independence Group competition?
Boston Independence Group top competitors include: Flaherty Financial Group, Total Performance Financial, Triangle Advisors Group, Lipscomb Investment Group
What technology does Boston Independence Group use?
Some of the popular technologies that Boston Independence Group uses are: MailChimp, Microsoft 365, MailChimp SPF, GoDaddy DNS
How do I contact Boston Independence Group?
Boston Independence Group contact info: Phone number: (877) 772-1776 Website: www.bostonindependencegroup.com
What does Boston Independence Group do?

Boston Independence Group is a financial services firm based in Westborough, MA, specializing in tailored retirement planning and wealth management for individuals over the age of 50. They offer a range of services including retirement income planning, investment management, tax strategy, and legacy planning, aimed at helping clients preserve their... wealth and ensure a confident retirement. The firm focuses on creating customized strategies to meet the specific needs of retirees, ensuring they do not outlive their money or overpay in taxes. With a commitment to financial education, they also provide resources such as webinars and podcasts to support their clients' financial journeys.Read More

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

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