Lowell Blake Associates

Lowell, Blake & Associates, Inc. is an employee-owned company based in Boston, Massachusetts. The firm employs 9 people and generates $4 million in annual revenue. They specialize in providing personalized financial management services, encompassing planning and support for a diverse clientele including individuals, families, nonprofits, businesses, and foundations. Their commitment to independence allows for a unique collaborative approach, fostering objective thinking and building strong, trusting relationships with clients. Lowell, Blake & Associates, Inc. distinguishes itself through its personalized service model, prioritizing individual client needs and creating close connections. Their employee-owned structure further emphasizes their dedication to collaborative decision-making and client-centric solutions. Visit their website at lowell-blake.com to learn more about their services and how they can assist you with your financial planning needs.