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Business Profile

Financial Planning Consultants

Brighton Jones, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(617) 941-5644Write a Review

About

Important information

Overview

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Brighton Jones, LLC

131 Dartmouth St Fl 3

Boston, MA 02116-5297

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BBB Accreditation & Rating

Brighton Jones, LLC is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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About This Business

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

Years in Business: 25

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
3/28/2023
Business Started:
12/21/1999
Business Started Locally:
11/29/2022
Business Incorporated:
12/21/1999
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Brian Penner, Manager
Number of Employees:
257

Additional Contact Information

Principal Contacts
Mr. Brian Penner, Manager
Customer Contacts
Mr. Brian Penner, Manager
Fax numbers
Primary Fax: (617) 941-7104
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media

Additional Information

Business Categories
Financial Planning Consultants

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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