Investor Services
Class Action and Settlement Administration Services
Experience that’s Unmatched In a Class
of its Own
Powerful, personalized information and support.
Boston Financial’s investor services provide shareholders, brokers, financial intermediaries, fund companies, and plan sponsors with the account access and knowledgeable service they need. We staff our investor service centers with well-trained associates that know how to represent your interests. Our service model is built on a tradition of delivering superior service to our clients and their investors. Our associates utilize some of the most advanced technology in the industry to deliver world-class performance and drive results everyday.