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Many thanks to @DedhamSavings and @CivicFinancial for being generous sponsors of this year's Annual Celebration! The party is October 19th... don't miss it: friendsofthebluehills.org/ce…
A successful team picture day at the Boston Public Garden yesterday! Dan Monaghan exceeded the height limit but always does whatever it takes to get the job done! #civicmindset #behindthescenes
Shout out to Pat Donoghue for hosting the team for a summer pool party yesterday. The highlight was Grant Parisi’s dog, Zinnia, learning how to swim! #growthmindset
Great event with friends, family and clients at @TanglewoodMA listening to the @BostonSymphony and Renée Fleming!
Only 34% of business owners with significant assets have a fully developed succession plan. Civic Financial is here to help identify long term goals for the future of your business. youtube.com/watch?v=aTnNkMBp…
Congratulations to Scott DeSantis for earning @Forbes Best-In-State Top Next-Gen Wealth Advisors Award! 👏
forbes.com/lists/best-in-sta…
"I couldn’t have asked for a better team to intern with this past summer. Not only was Civic the perfect place to learn a holistic approach to #financialplanning & #wealthmanagement, but also a great introduction to the professional world." -Abe Dekin, Financial Planning Intern
Head to our LinkedIn page to read our Q2 Newsletter, in which we welcome five new team members! We're also sharing highlights from recent community events and sponsorships, a market summary, and our continued education efforts to best serve our clients (linkedin.com/company/civicfi…)
Hot off the press! Civic Financial's 2023 Annual Report Trivia & Investable Trends booklet is now available.
Head to our LinkedIn page to read this year's edition (linkedin.com/company/civicfi…).
Successful legacy planning requires experience and holistic thinking. The @CivicFinancial team is here to provide you with #financialplanning and tax advantaged investment strategies.
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Yesterday, we spent the afternoon helping @FriendBlueHills remove dense bushes of multiflora rose, which causes harm to native shrubs and may be detrimental to nesting of butterflies and birds. S/O to Shannon Fadden for organizing this #communityoutreach team event!
Civic Team Spotlight: Jack Winston, our new Financial Planning Analyst Intern🌟 Jack is a rising junior at Bowdoin, majoring in Economics & Computer Science, and a member of the squash team. We can’t wait to see what he accomplishes at our firm! 👏 #teamgoals #civicmindset
A special congratulations to our Director of Financial Planning Evan Schutzman for completing his 9th designation, Masters of Financial Planning. We are so proud of his #growthmindset and determination, congrats Evan!
Another productive team off-site in the books! This quarter, we ventured to RI to discuss #strategy #vision #leadership #civicmindset
Studies show that one in two Americans who live to age 65, will need long-term care at some point. Let us help you plan ahead for you and your family. #financialplanning
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