The Work Index by Flexa

Back Cove Financial

Back Cove Financial is a wealth management firm committed to providing honest, independent, and experienced financial advice to help clients live their best lives.

https://backcovefinancial.com/
4.9

/10

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Description

Back Cove Financial is a wealth management firm dedicated to providing honest, independent, and experienced financial advice to help clients live their best lives. They are a Certified B Corp, committed to high standards of social and environmental performance, transparency, and accountability. Their services include financial planning, investment management, and wealth preservation. Back Cove Financial emphasizes a client-centric approach, building strong relationships based on trust, transparency, and respect.

The firm boasts a diverse and experienced team of advisors with expertise in various areas, including retirement planning, investment management, and business exit consulting. Back Cove Financial is proud of its commitment to community involvement, sponsoring local non-profit organizations and actively promoting financial literacy. They are passionate about making a positive impact on their clients' lives and the communities they serve.

Flexibility

Back Cove Financial offers a flexible work environment, as evidenced by the mention of employees working remotely from both their Falmouth and Brunswick offices. This indicates that the company is open to employees working from different locations and potentially adjusting their schedules to suit their needs, though specific details about the extent of flexibility are not explicitly stated.

Benefits

Back Cove Financial is committed to its employees' well-being and offers a range of benefits that support their professional and personal growth. The company emphasizes creating a positive and inclusive work environment, reflected in its commitment to diversity and employee development. As a Certified B Corporation, Back Cove Financial is held to high standards for social and environmental performance, contributing to a workplace that prioritizes both employee well-being and community impact.

Mission

Back Cove Financial is a wealth management firm dedicated to providing honest, independent, and experienced financial advice to help clients achieve their financial goals and live their best lives. They are driven by a commitment to their clients, employees, and community, and strive to create an inclusive environment that reflects the diversity of their clientele. Back Cove Financial is a Certified B Corporation, demonstrating their dedication to social and environmental responsibility, and they are proud recipients of the Invest in Others Charitable Champion Award, recognizing their commitment to philanthropy.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Back Cove Financial promotes a culture of honesty, transparency, and community focus. They prioritize building trusting relationships with clients and employees, reflected in their commitment to providing independent, experienced financial advice. They strive to create a diverse and inclusive work environment that reflects the clients they serve and promotes financial literacy. Furthermore, they emphasize giving back to the community through pro bono services and partnerships with local organizations, fostering a culture of philanthropy and social responsibility.

People-first
Progressive

DE&I

Back Cove Financial actively promotes diversity, equity, and inclusion within their organization and community. They believe in the business benefits of diversity and strive to create an inclusive environment that reflects the clients they serve. The firm actively seeks opportunities to broaden the diversity of their clientele and team members, and they are committed to providing responsible wealth management that aligns with exceptional levels of service, employee well-being, and community enhancement.

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