Stoddard Financial
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
6 Baker Rd, Medfield, Massachusetts, 020...Phone Number
(617) 481-5097Website
www.stoddardfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Stoddard Financial
Stoddard Financial, LLC offers customized financial planning services designed to help clients identify, plan, and execute strategies for securing their desired financial futures, particularly focusing on retirement. They cater to clients in Greater Boston, providing guidance on maximizing corporate benefits, transitioning income sources, and coordinating with tax and estate planning professionals. The company aims to simplify the financial planning process to alleviate concerns around retirement income, expenses, and investment strategies. Their services are valuable for individuals looking for personalized assistance with retirement planning, asset management, and overall financial health.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Stoddard Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Stoddard Financial, LLC offers customized financial planning services designed to help clients identify, plan, and execute strategies for securing their desired financial futures, particularly focusing on retirement. They cater to clients in Greater Boston, providing guidance on maximizing corporate benefits, transitioning income sources, and coord... Read More
