


Canby Financial Advisors
Financial Services • Framingham, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 161 Worcester Road, Ste. 408, Framingham, MA 01701, US |
| Phone number | +15085981082 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Education Planning, Retirement Planning, Financial Planning, Investment Management, Legacy Planning, Socially Responsible Investing, Philanthropy Planning, Company-Sponsored Retirement Plans |
| Employees | 11-20 |
| Socials |
Key Contacts at Canby Financial Advisors
Martin Baker
Financial Advisor, Director Of Financial Planning
Eileen Carlson
Director Of Client Service
Jeffrey Briskin
Director Of Marketing
Canby Financial Advisors Email Formats
Canby Financial Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@canbyfinancial.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@canbyfinancial.com | 54.5% |
{first initial}{last name} | jdoe@canbyfinancial.com | 45.5% |
About Canby Financial Advisors
At Canby Financial Advisors, we provide financial planning and investment management services to help guide you successfully through every stage of life. Whether you’re building a career, starting a family, running your own business or preparing for retirement, Canby Financial works closely with you to help meet your unique needs and goals . Guided by our comprehensive wealth management knowledge and experience, you’ll make the most of where you are today while moving confidently toward tomorrow. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC (finra.org/sipc.org), a registered investment advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Canby Financial Advisors 161 Worcester Road, Suite 408 Framingham, MA 01760 508-598-1082 info@canbyfinancial.com canbyfinancial.com www.commonwealth.com/termsofuse.html
Canby Financial Advisors revenue & valuation
| Annual revenue | $10,800,000 |
| Revenue per employee | $975,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Canby Financial Advisors has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Canby Financial Advisors has never raised funding before.
Canby Financial Advisors Tech Stack
Discover the technologies and tools that power Canby Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
Miscellaneous
JavaScript libraries
Analytics
Analytics
Frequently asked questions
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