Linnard Financial Management & Planning
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
46 Chester Rd, Boxborough, Massachusetts...Phone Number
(978) 263-0025Website
www.linnardfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Linnard Financial Management & Planning
Linnard Financial Management & Planning, Inc. is a fee-only financial planning and investment advisory firm based in Boxborough, Massachusetts. Founded in 2002, the company provides comprehensive financial planning, investment management, and risk-managed investing services tailored to individual client needs. Their primary focus is on helping clients secure their financial future through unbiased advice and ongoing portfolio management. The firm maintains a fiduciary relationship with all clients, ensuring that their well-being is the sole consideration in all financial decisions.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Linnard Financial Managem...
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Linnard Financial Management & Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Linnard Financial Management & Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Linnard Financial Management & Planning.
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Linnard Financial Management & Planning, Inc. is a fee-only financial planning and investment advisory firm based in Boxborough, Massachusetts. Founded in 2002, the company provides comprehensive financial planning, investment management, and risk-managed investing services tailored to individual client needs. Their primary focus is on helping clie... Read More
