Civic Financial
Concierge planning, wealth mgmt, specialized estate & insurance planning for high net worth families.
10/15/2025
At Civic Financial, our mission is simple: to inspire financial confidence. Financial Planning Month brings a timely reminder that financial confidence isn’t about timing markets or chasing returns.
09/30/2025
Our Civic Financial Team team recently took first place for the third year in a row at the Brokers’ Service Marketing Group (BSMG) Charity Invitational Golf Tournament at Rhode Island Country Club. Congratulations to Paddy Mangan, Nick Allsop, Emilio Bardini, and Patrick Donoghue for the win!
This year’s tournament raised tens of thousands of dollars to support local nonprofits - including Amos House, Day One RI, and The Outreach Program - continuing the event’s tradition of making a meaningful difference. Since 2001, the Invitational has raised over $1 million to fight homelessness, end sexual abuse, and combat hunger in our communities - and we are proud to be part of it.
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Website
Address
20 Newbury Street
Boston, MA
02116
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
| Saturday | 8am - 1pm |