by Boston Financial Management | Jul 24, 2019 | Community Outreach
On Wednesday, July 17, 2019 nine BFM employees volunteered with Cradles to Crayons at The Giving Factory. During their volunteer shift, our employees rolled up their sleeves to sort, organize and quality check items donated to the organization. Launched in 2002,...
by Boston Financial Management | Jul 17, 2019 | Announcement
Katie Exchange, Client Service Associate in Portland, ME, has obtained the designation of CERTIFIED FINACIAL PLANNER™ (CFP®). CFP® certification is a rigorous process consisting of course work and examination in the areas of financial planning, risk management,...