Financial Foundations, Inc.

Financial Foundations, Inc.

Financial Services One Research Drive 19 employees
Employees
19
Contacts
2
Emails
2
Phones
1

Financial Foundations, Inc. Overview

Headquarters
One Research Drive
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
19
Founded
2001
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Financial Foundations, Inc.

Financial Foundations is an independent financial services and tax firm based in Westborough, MA. It was founded in 2001 by Nicholas Cosentino to help individuals and families achieve true financial freedom. We are a financial planning and wealth management firm that approaches the financial needs of clients in a comprehensive and holistic way. Our team of financial professionals provides a wide range of services, including financial and estate planning, strategic retirement planning, asset management, wealth accumulation and wealth protection. We counsel our clients with the goal of maximizing their employee benefit plans and help them address the risk in their lives through insurance planning. We advise them about key life decisions like purchasing a new home or funding college educations. We guide clients through today's complex tax landscape, and even prepare their returns. By addressing our clients’ total financial picture, we provide real, meaningful value. In doing so, we deliver on our promise – to make the complicated, simple. To schedule a complimentary First Interview Experience® please contact our office at 508.620.1000. Strictly intended for individuals in AZ, CA, CT, FL, HI, IL, IN, KS, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state & registration requirements regarding investment products & services. Securities offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products & services & investment advisory services offered by Financial Foundations, a Registered Investment Adviser, are separate and unrelated to Commonwealth. 508.620.1000 Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.

Financial Foundations, Inc. Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Financial Foundations, Inc. Org Chart

Sample employees and titles
Name Title Contact
Rachel Milliron Middle School Teacher
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Nick Cosentino, Cfp® President & CEO at Financial Foundations
Email Phone
Christopher Nichols Financial Foundations, Inc
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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