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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MD
Maggie Dolan
Client Service Specialist · Customer/Client Service
EmailPhone - JR
Janet Rhodes Friedman
Senior Financial Advisor · Finance & Accounting
EmailPhone - AH
Andrew Holmes
Financial Planner · Finance & Accounting
EmailPhone - DD
Dillon Driscoll
Paraplanner · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Financial Planning Solutions, Llc
5 distinct titles indexed · top 5 shown.
- 1client service specialist
- 1financial planner
- 1managing partner
- 1paraplanner
- 1senior financial advisor
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