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BBFG Specialties
Our Wealth Managers are experienced in all areas of wealth management, financial planning and investment strategies and can give media outlets sound information. We understand your deadlines and will work with you to meet them.
In addition to our broad areas of expertise, our Wealth Managers study and practice specialty areas to provide clients with more in-depth knowledge. We are available to provide you with information on these specialties.
- College Planning
- Divorce/Blended Families
- Small Business Owner
- Estate Planning
- Insurance
- Income Tax
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- Investments/Portfolio Design
- Philanthropy/Charitable Giving
- Real Estate/Mortgages
- Retirement Planning
- Stock Options
- Unmarried/Same Sex Couples
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Lindsay McDonald of Back Bay Financial Group (BBFG) will direct you to the appropriate advisor for your questions
Lindsay McDonald (617-247-0518 Ext. 21) press@backbayfinancial.com |
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