Diversified Financial Management

United States; Massachusetts United States
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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Industry focus
Description
Diversified Financial Management is an investment advisor firm based in Norwell, Massachusetts. Established in the year 1986, the firm provides customized services to high net worth individuals, families, and institutions. It offers corporate executives and business owners with advice on specialized benefits, including retirement plan design, stock options, employment negotiations, tax consideration, insurance, and estate issues. The assets of the firm are managed and governed by an executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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