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Florek Financial

EST. AUM
$510,993,000

CONTACTS
1

CLIENT ACCOUNTS
530

Firm Details

Metro area Boston
CRD Number 152235
Website florekfinancial.com
Client types

Overview

Florek Financial is a private wealth management firm located just south of Boston, in Duxbury, Massachusetts. Partnering with individuals and multi-generational families, it offers a unique, multi-disciplined approach to sustaining and growing long term wealth. Results are achieved by providing sophisticated financial and investment planning in conjunction with estate and tax expertise.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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