Financial Planning Solutions, LLC

Financial Planning Solutions, LLC

Financial Services 134 Rumford Ave 8 employees
Employees
8
Contacts
3
Emails
3
Phones
2

Financial Planning Solutions, LLC Overview

Headquarters
134 Rumford Ave
Industry
Financial Services
Employees
8
Founded
2013
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Financial Planning Solutions, LLC

We are an independent, fee-only financial planning and investment advisory firm based in Newton, MA. The firm’s motto, “Creating your ideal tomorrow while living well today"™, reflects the importance of balancing future goals with immediate needs and wants. Because managing one’s personal finances has become more complex, we believe that a well-thought out plan and working with a Certified Financial Planner™ Practitioner is critical to achieving your long term financial security. Whether you are contemplating retirement, starting a business, dealing with the loss of a loved one, a divorce or job loss, our decades of experience can provide the objective advice to set you on the right path. In a nutshell, we help you achieve what is important to you. We begin every conversation by listening carefully to you. Because we believe every client has unique circumstances, every solution from FPS is custom designed. We believe that you deserve high quality financial planning advice and the highest level of personalized service that is convenient and at reasonable cost.

Financial Planning Solutions, LLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Financial Planning Solutions, LLC Org Chart

Sample employees and titles
Name Title Contact
Rick Fingerman, Cfp®, Cdfa®, Ccps®, Cbda ✪ Helping Women in Transition ✪
Email Phone
Felicia Lane Paraplanner at Financial Planning
Email
Maggie Dolan
Email Phone

Employees by Management Level

Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
Sales 1 1 1

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