Single Point Partners Overview
- Headquarters
- 277 Dartmouth St.
- Phone Number
- Available in AeroLeads
- Website
- spcfo.com
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2012
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Single Point Partners
Single Point Partners is a fee-only financial planning firm located in Boston, MA. We act as a Project Manager for your financial life. Clients who work with us are looking for more than just advice, they want a partner to make sure things get done.
Single Point Partners Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Single Point Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Shaun Erickson, Cfp® | Chief Planning Officer at Single Point Partners | Boston, Massachusetts, United States |
Email
Phone
|
| Martin Shore, Cfa, Cfp® | Personal CFO at Single Point Partners | Brookline, Massachusetts, United States |
Email
|
| Susan Snyder | Client Services Manager at Single Point Partners | Brookline, Massachusetts, United States |
Email
|
Employees by Management Level
Executive
4 profiles
Individual contributor
2 profiles
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 1 |
| Operations | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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