Civic Financial
0.0 stars · 0 reviews · Serves Massachusetts · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation (RSUs, Options)
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
Featured reviews
"Scott DeSantis from @CivicFinancial is undoubtedly a vetted in the business. He excels in tax strategy, financial planning, insurance, and portfolio management. As a real estate broker, I’ve had the privilege of meeting…"
— Paolo, 0.0 stars