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.
View Top Employees from Financial Planning Solutions LLCWebsite | https://www.planwithfps.com/ |
Revenue | $3 million |
Employees | 12 (12 on RocketReach) |
Founded | 2013 |
Address | 134 Rumford Ave Suite 203, Newton, Massachusetts 02466, US |
Phone | (508) 820-2000 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Asset Planning Corporation, Bollin Wealth Management LLC, Covenant Wealth Advisors, Lansdowne Wealth Management, LLC, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The Financial Planning Solutions LLC annual revenue was $3 million in 2024.
Rick Fingerman is the Managing Partner of Financial Planning Solutions LLC.
12 people are employed at Financial Planning Solutions LLC.
Financial Planning Solutions LLC is based in Newton, Massachusetts.
The NAICS codes for Financial Planning Solutions LLC are [5239, 52, 523, 52393].
The SIC codes for Financial Planning Solutions LLC are [62, 628].