What departments does Civic Financial have?

Civic Financial has employees across 9 departments including Entrepreneurship, Engineering, Recruiting, Operations, Finance.

What is the largest department at Civic Financial?

The largest department at Civic Financial is Banking with 7 employees.

Where are Civic Financial employees located globally?

Civic Financial has employees across 1 continents and 1 countries including United States Of America.

How has Civic Financial's team size changed over time?

Civic Financial's team has remained stable from approximately 20 to 20 employees based on available data.

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Civic Financial Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Civic Financial is a financial services firm that provides comprehensive financial planning and wealth management for individuals and families. With a multigenerational focus, the team offers tailored guidance and services including insurance and estate planning to support long-term financial goals.

Based in Boston, Massachusetts, Civic Financial serves individuals and families with a full spectrum of planning and wealth management services aimed at sustaining financial wellbeing across generations. The firm emphasizes integrity and expertise in its client engagements as it guides clients through evolving financial decisions. Forbes has named Civic Financial among the top wealth management teams in the country.

Civic Financial Global Highlights

North America
210

United States Of America
210

Civic Financial's Leadership

A. G.
Owner
Mobile Phone
Email
A. S.
Director Of Productivity And Development, Director Of Clr
Mobile Phone
Email
A. K.
Director Of Recruitment
Mobile Phone
Email
C. L.
Wealth Management Advisor And Managing Director
Mobile Phone
Email
D. P.
Director Of Operations Associate Director Of Supervision
Mobile Phone
Email
J. H.
Assistant Director
Mobile Phone
Email
M. S.
Director Of Financial Planning
Mobile Phone
Email
I. D.
Principal - Donaldson Wealth Management At Northwestern Mutual
Mobile Phone
Email

Civic Financial Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Community & Social Services
Information Technology
Other
Accounting
Administrative

Contact profiles from Civic Financial

Name

Title

Contact

Location

Last Update

T. E.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
W. S.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Civic Financial known for?

Civic Financial was founded in 2013 operates in the Financial Services industry. Explore Civic Financial's company overview page for more information.

What is Civic Financial's most common email format?

Civic Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Civic Financial email formats with LeadIQ.

How many employees does Civic Financial have currently?

Civic Financial has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Civic Financial's key employees and leadership?

As of July 2026, Civic Financial's key employees include:

Owner: A. G.
Director Of Productivity And Development, Director Of Clr: A. S.
Director Of Recruitment: A. K.
Wealth Management Advisor And Managing Director: C. L.
Director Of Operations Associate Director Of Supervision: D. P.

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Civic Financial Employee Directory

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