Coburn & Meredith, Inc. Information

View Top Employees from Coburn & Meredith, Inc.

Coburn & Meredith, Inc. | 68 followers on LinkedIn. C&M is a full-service investment firm offering wealth management and financial planning solutions. | Coburn & Meredith, Inc. has been helping individuals, families, and small businesses meet their financials goals since 1934. We have held fast to our commitment of placing the interests of our clients above all else. As an independent, privately-held, financial services firm, Coburn & Meredith is able to provide each client with a personalized and comprehensive road map to meet their investment and retirement needs.

Website	http://www.coburnfinancial.com
Revenue	$5.5 million
Employees	10 (9 on RocketReach)
Founded	1934
Address	265 Franklin St Fl 18, Boston, Massachusetts 02110, US
Phone	(617) 723-6222
Technologies	HTML , Google Analytics , reCAPTCHA +9 more (view full list)
Industry	Insurance, Finance General, Investments, Financial Services, Finance, Financial Planning, Advisory Services
Keywords	Small Business Financial Planning, Family Financial Planning, Wealth Management, Full Service Financial, Financial Planning, Investment Firm, Financial Advisor, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Financial Solutions, Investment Strategies, Wealth Preservation, Risk Management, Financial Consulting, Investment Consulting, Retirement Solutions, Estate Preservation
Competitors	Chubb, New York Life, MassMutual, MetLife, State Farm, Prudential Financial, The Hartford, AIG, AXA, Lincoln Financial Group +42 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523920 Companies, NAICS Code 523 Companies, NAICS Code 52392 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Coburn & Meredith, Inc. Questions

What is the annual revenue of Coburn & Meredith, Inc.?

The Coburn & Meredith, Inc. annual revenue was $5.5 million in 2026.

Who is the Vice President of Coburn & Meredith, Inc.?

Bill Meredith is the Vice President of Coburn & Meredith, Inc..

How many people are employed at Coburn & Meredith, Inc.?

9 people are employed at Coburn & Meredith, Inc..

Where is Coburn & Meredith, Inc. based?

Coburn & Meredith, Inc. is based in Boston, Massachusetts.

What is the NAICS code for Coburn & Meredith, Inc.?

The NAICS codes for Coburn & Meredith, Inc. are [523920, 523, 52392, 5239, 52].

What is the SIC code for Coburn & Meredith, Inc.?

The SIC codes for Coburn & Meredith, Inc. are [628, 62].

Top Coburn & Meredith, Inc. Employees

Bill Meredith

Vice President at Coburn & Meredith, Inc.

West Hartford, CT, US
2
- 860408XXXX
- 860573XXXX
Robert Daly

Managing Director at Coburn & Meredith, Inc.

Simsbury, CT, US
2
- coburnfinancial.com
- gmail.com
5+
- 860408XXXX
- 617720XXXX
- 860784XXXX
- 516796XXXX
- 516742XXXX
- 516796XXXX
Patricia Flaherty

VP Investments at Coburn & Meredith, Inc.

Boston, MA, US
1
- gmail.com
4
- 904221XXXX
- 781413XXXX
- 313778XXXX
- 781632XXXX
Barry Coburn

Co Owner at Coburn & Meredith, Inc.

Simsbury, CT, US
2
- 860836XXXX
- 305658XXXX
Fred Spoor

Financial consultant at Coburn & Meredith, Inc.

Cornwall, CT, US
1
- coburnfinancial.com
1
- 860408XXXX

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