Financial Insights

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0.0000 stars - based on 0 reviews
5 Speen St Framingham, Massachusetts 01701
(508) 620-5533
 
 

About

Financial Insights is located at the address 5 Speen St in Framingham, Massachusetts 01701. They can be contacted via phone at (508) 620-5533 for pricing, hours and directions. Financial Insights specializes in Short-Term Disability, Management Consulting, Long-Term Care.

Financial Insights has an annual sales volume of 100M+. .For more information contact Leslie Bachand, Research Director Global Retail Insights or go to www.financial-insights.com

Financial Insights provides Private Banking, Family Wealth Planning, State Returns to it's customers. For maps and directions to Financial Insights view the map to the right. For reviews of Financial Insights see below.

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Business Features

PRODUCTS

  • Commercial Loans , Agency Bonds , Business Accounts , Money Markets , Retirement Plans , CDs , IRAs , Business Continuation Plans , Mutual Funds , Self-Employed Policies

SERVICES

  • State Returns , Disability Income , Transfer Funds , Family Wealth Planning , Refund Anticipation Loans , Extensions , Direct Debit , Private Banking , Brokerage Services , Auditing

BRANDS

  • Great Plains , Microsoft , Metlife , Mutual Of Omaha , Travelers

SPECIALTIES

  • Management Consulting , Mergers & Acquisitions Consulting , Sales Tax Issues , Short-Term Disability , Long-Term Care , Restaurants , Accident , Investment Planning , Avocations , Warehouses
 
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Key Contacts
    • Leslie Bachand
    • RESEARCH DIRECTOR GLOBAL RETAIL INSIGHTS
    • Phone: (508) 988-7949
     
    • Matt Jarrett
    • SENIOR ANALYST
    • Phone: (416) 673-2203
     
    • Christine Pratt
     
    • Eileen Trott
    • PRESIDENT AND CHIEF EXECUTIVE OFFICER
    • Phone: (508) 620-5533
     
    • Karen Massey
    • SENIOR ANALYST CONSUMER BANKING AND CREDIT PRACTICE
    • Phone: (508) 620-5533
     
    • Michon Schenck
    • CHIEF EXECUTIVE OFFICER
    • Phone: (508) 620-5533
     
    • Rachel Hunt
    • SENIOR ANALYST
    • Phone: (508) 620-5533
     
    • Tricia Henderson
    • SENIOR ACCOUNT EXECUTIVE
    • Phone: (508) 988-7801
     
    • Dennis Behrman
    • MANAGER
     
    • Josh Boyle
    • DIRECTOR OF SALES
    • Phone: (508) 620-5533
     
    • Shaw Lively
    • RESEARCH MANAGER
    • Phone: (508) 988-6892