Capital Management Partners
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
100 Corporate Pl Ste 306, Peabody, Massa...Phone Number
(888) 535-8989Website
www.cmpadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2
About Capital Management Partners
Capital Management Partners is an independent financial advisory firm based in Lynnfield, MA, specializing in comprehensive financial planning and wealth management services. They cater to a diverse clientele, including individuals, families, business owners, educators, medical professionals, and socially responsible investors. The firm emphasizes building long-term relationships based on trust and integrity, providing tailored guidance to help clients achieve their financial goals. Their team of seasoned advisors offers a wealth of knowledge and support throughout the financial journey.Explore more
Capital Management Partners Org Chart
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ES
VP-Partner
CL
Carolina M. Lazzari, CFP, EA, AIF
DS
Advisor
JG
Advisor
RR
Advisor
JB
Advisor
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Capital Management Partners is an independent financial advisory firm based in Lynnfield, MA, specializing in comprehensive financial planning and wealth management services. They cater to a diverse clientele, including individuals, families, business owners, educators, medical professionals, and socially responsible investors. The firm emphasizes... Read More
