Moody, Lynn & Lieberson, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families. With personalized planning and sophisticated investment management, we are committed to the financial well-being of our clients. Our goal is to provide superior investment performance and personal service to our clients. We work to design customized investment plans to meet the investment objectives and the needs unique to each of our clients. In order to better understand the impact of investment decisions, our clients also work closely with our wealth planning specialists as we design and execute customized holistic strategies that will positively affect not only our clients, but their families and future generations.
View Top Employees from Moody, Lynn, Lieberson & Walker LLCWebsite | http://www.moodylynn.com |
Revenue | $2 million |
Employees | 17 (17 on RocketReach) |
Founded | 1989 |
Address | 1 Boston Pl Fl 37, Boston, Massachusetts 02108, US |
Phone | (617) 973-0590 |
Fax | (617) 371-2610 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Appleton Partners, Inc., Balboa Wealth Partners, Inc., Clarus Wealth Advisors, F4 Wealth Advisors, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Moody, Lynn, Lieberson & Walker LLC annual revenue was $2 million in 2024.
Brian Gowell is the Vice President of Moody, Lynn, Lieberson & Walker LLC.
17 people are employed at Moody, Lynn, Lieberson & Walker LLC.
Moody, Lynn, Lieberson & Walker LLC is based in Boston, Massachusetts.
The NAICS codes for Moody, Lynn, Lieberson & Walker LLC are [52393, 523, 5239, 52].
The SIC codes for Moody, Lynn, Lieberson & Walker LLC are [628, 62].