Boston Wealth Strategies Email Formats
Financial Services • 
Needham, Massachusetts, United States • 11-20 Employees
Boston Wealth Strategies Email Formats
Boston Wealth Strategies uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@bostonwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@bostonwealth.com | 75% |
{first initial}{last name} | jdoe@bostonwealth.com | 25% |
Key Contacts at Boston Wealth Strategies
Jack Heintzelman
Partner, Director Of Wealth Management
Caroline Knights
Director Of Financial Planning Services
Company overview
| Headquarters | 250 First Avenue, Ste 102, Needham, Massachusetts 02494, US |
| Phone number | +16175076025 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Group Benefits, Retirement Planning, Wealth Accumulation, Business Planning, Financial Planning, Estate Planning, Corporate Financial Planning, College Funding, Company 401(K) Plans, Corporate Employee Benefits, Corporate Retirement Services, Individual Planning, Corporate Health Insurance, Maximizing Retirement Income |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
About Boston Wealth Strategies
Discover a financial planning team in Needham, MA with 30 years of experience, who works with you to create a tailored financial plan.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Boston Wealth Strategies has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Boston Wealth Strategies has never raised funding before.
Boston Wealth Strategies Tech Stack
Discover the technologies and tools that power Boston Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Caching
Cookie compliance
JavaScript libraries
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Analytics
Miscellaneous
Security
Italy
Norway
Frequently asked questions
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