News & Announcements

11.02.2021

Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood

Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.

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"Appleton Partners, Inc. is pleased to announce that Robert Krantz has been named to the firm’s Board of Advisors..."
"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."