Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Farina is a financial advisor with Boston Financial Management LLC, and Captrust, based in Boston, MA. Timothy Farina is registered with the state of Massachusetts and has been in the industry since 2010. Timothy Farina holds the Chartered Financial Analyst designation. Timothy Farina specializes in working with high-net-worth individuals, charitable organizations, corporations and other businesses, and individuals other than high-net-worth. Timothy Farina offers financial planning, portfolio management for individuals, and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/09/2015 - Present
Boston Financial Management LLC (BOSTON MA)
Active
Inactive
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