Abbot Financial Management is a privately-owned, independent asset manager and wealth management firm, serving our clients and community with integrity since 1983. AFM provides investment services on a “fee only” basis. The firm’s client list includes individuals, families, corporations, retirement plans and foundations.
AFM assists their clients in achieving a consistent, dependable, investment return from a high quality portfolio of stocks and bonds. While being sensitive to each individuals client’s risk parameters and objectives, it is our goal to protect assets and grow principal. Flexibility, communication and customer service are our hallmarks.
Clients look to AFM for sound financial management, to preserve, protect, and grow assets. They receive an investment strategy based on their needs; a disciplined approach to investing; communication and confidentiality.
Please call us at (978) 688-9010 to arrange a no obligation conference. We would be pleased to meet with prospective clients to discuss how AFM can provide you with investment counsel.
Company Details
- Employees
- 5
- Founded
- 1983
- Address
- 510 Turnpike Street,
- Phone
- 978-688-9010
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- abbotfm.com
- HQ
- North Andover, Massachusetts
Abbot Financial Management, Inc. Questions
Abbot Financial Management, Inc.'s helpline number is 978-688-9010
Abbot Financial Management, Inc.'s website is abbotfm.com
Abbot Financial Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/abbot-financial-management-inc
Abbot Financial Management, Inc. has
5 employees.
View email and phone details for 5
employees at Abbot Financial Management, Inc..
Abbot Financial Management, Inc.'s industry is
Investment Management
Abbot Financial Management, Inc.'s top competitors are
Orange Business,
Bandhan Bank,
Ltimindtree,
Darnells Chartered Accountants & Business Advisers.
Abbot Financial Management, Inc.'s categories are Investment Management
Abbot Financial Management, Inc.'s founding year is 1983
