Financial Foundations, Inc
Financial Foundations is an independent financial services and tax firm based in Southborough, 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 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 / 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. Please review our Terms of Use here:
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Verified contacts
9
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
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Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CM
Christina Mitkonis
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JO
Josh Olson
Wealth Advisor · Finance & Accounting
EmailPhone - CN
Christopher Nichols
Paraplanner · Finance & Accounting
EmailPhone - NC
Nick Cosentino
President & CEO · Other
EmailPhone - DA
David Anderson
Senior Portfolio Strategist · Finance & Accounting
EmailPhone - AV
Anthony Veloso
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Financial Foundations, Inc
6 distinct titles indexed · top 6 shown.
- 2wealth advisor
- 1executive assistant
- 1paraplanner
- 1president & ceo
- 1senior portfolio strategist
- 1senior wealth advisor
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