We'd Love to Hear from You.

Contact Us

260 Franklin Street
Suite 1888
Boston, MA 02110

Main phone: 617-210-6700
Main fax: 617-210-6750

Hours of operation:
M-Th 8:30a-5:00p and Fr 8:30-4:00p

 

Key Contacts

Renée Kwok, CFP®
President & CEO
617-210-6700 
Email

TFC Careers

We are proud to offer competitive salaries and comprehensive benefits while providing a supportive, collaborative, and entrepreneurial environment that cultivates professional growth.

Our vast network of colleagues encourages team members to form important professional relationships that endure throughout their careers.

There are currently no available positions.

MEET OUR TEAM

img
Leann Sullivan

CFP®, CAP®, Senior Vice President - Client Advisor & Shareholder

img
Fred Pryor, Esq.

Director Emeritus

img
Victor Sinopoli

Financial Planning Associate

img
Kerri Allen

CFP®, Senior Client Advisor