Todd L. Crowley | Financial Services Professional

 

Contact Information
C. 917.841.3953
tcrowley@financialguide.com

280 Congress Street, Suite 1300
Boston, MA 02210

When our children were diagnosed with a rare disorder in 2017, I made it one of my missions to bring the best financial guidance possible to the life sciences and nonprofit industries around New England. As they directly helped families like ours, I wanted our work to help them.

To accomplish this on a client-by-client basis, I partner with top financial advisors and one of the top employee benefits brokers in the country. This model allows everyone to truly focus on what they enjoy most and importantly, what they do best.

For our personal financial planning clients, this means our team of CFPs acts as a true “thought partner” as we guide our clients to build and preserve their wealth decade after decade.

For our non-profit and corporate clients, we are of greatest service by having our award-winning employee benefits partner show them new ways to contain or reduce the ever-climbing cost of their health insurance (yes, it is possible!) This often also means having our strategic partners seamlessly provide and coordinate any or all payroll, HR and 401k/403b services.

Todd earned his BA from Colgate University, is an alumnus of The Belmont Hill School and is active in

the alumni affairs of both. In 2018, seeing a community in severe need, Todd co-founded The Mending Minds Foundation (www.MMinds.org), a non-profit dedicated to improving the diagnosis and treatment of Childhood Post-Infectious Neuroimmune Disorders such as PANDAS and PANS. He also served on the Board of Directors of Riverside Community Care, a non-profit health and human services organization in Massachusetts. Todd lives in Wellesley with his wife and three children.

 

 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
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