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: https://www.commonwealth.com/termsofuse.html.

网站

https://www.financial-foundations.com/

Financial Foundations, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

Westborough，MA

类型

私人持股

创立

2001

领域

Financial Services、Asset Management、Estate Planning、Tax Services、Wealth Transfer和Retirement Services