


Boston 128 Companies, Inc
Financial Services • Sudbury, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 325 Boston Post Rd, Suite 3, Sudbury, Massachusetts 01776, US |
| Phone number | +17816420777 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Customized Financial Planning, Client Centric, Invitation Only, Boutique Firm, White-Glove Service |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Key Contacts at Boston 128 Companies, Inc
Micah Schwartz
Director Of Operations
Justin Desantis
Director Of Financial Planning
Lianne Macdonald
Director Of Administration
Boston 128 Companies, Inc Email Formats
Boston 128 Companies, Inc uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Boston 128 Companies, Inc
Through our DRIVE Process™, we design sophisticated and customized financial strategies including tax minimization strategies, investment optimization, and rigorous financial planning. Our ultimate objective is to help deliver confidence by developing a clear picture of their financial future. Representatives offer products and services using the following business names: Boston 128 Companies – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Boston 128 Companies or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Boston 128 Companies, Inc revenue & valuation
| Annual revenue | $9,667,862 |
| Revenue per employee | $645,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $31,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Boston 128 Companies, Inc has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Boston 128 Companies, Inc has never raised funding before.
Boston 128 Companies, Inc Tech Stack
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