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Canby Financial Advisors

Canby Financial Advisors

Financial ServicesFlag of USFramingham, Massachusetts, United States11-20 Employees

Company overview

Headquarters161 Worcester Road, Ste. 408, Framingham, MA 01701, US
Phone number+15085981082
Website
NAICS52
SIC628
Keywords
Education Planning, Retirement Planning, Financial Planning, Investment Management, Legacy Planning, Socially Responsible Investing, Philanthropy Planning, Company-Sponsored Retirement Plans
Employees11-20
Socials

Key Contacts at Canby Financial Advisors

Flag of US

Martin Baker

Financial Advisor, Director Of Financial Planning

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Eileen Carlson

Director Of Client Service

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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.

FormatExamplePercentage
{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

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Canby Financial Advisors revenue & valuation

Annual revenue$10,800,000
Revenue per employee$975,000
Estimated valuation?$34,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director
Manager
Entry

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.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

FancyBox

FancyBox

JavaScript libraries

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Canby Financial Advisors is located in Framingham, Massachusetts, US.
You can reach Canby Financial Advisors at +15085981082.
Canby Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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most used
tier 1 accuracy

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