Abbot Financial Management Inc Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

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.

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