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Financial Planning Solutions, LLC
- Newton, MA
About this business
Location details
203, 134 Rumford Ave, Newton, MA, 02466, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 9:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have worked with Rick since 2017, and he has become not only our reliable financial advisor but also a friend. He and his “people” are responsive, helpful and professional. I have referred friends to Rick, and they too have raved about him. Looking forward to many more years of financial stability with Rick.
I only wish I had found Rick Fingerman of Beacon Pointe Advisors years ago. For the first time, I truly feel that my financial future is in the right hands. Rick has guided me through financial planning with exceptional expertise, patience, and genuine care. He takes the time to understand what matters to me and always puts my best interests first. The greatest compliment I can give is that I trust Rick completely. I feel incredibly fortunate to have him as my advisor and recommend him without hesitation.
Rick, Maggie, and their team really helped us thru a very difficult time in our life. We will always be grateful for their guidance. Now with the addition of Beacon Pointe Advisors, we have the best of both worlds; the financial stability and offerings of a larger firm, with the personal attention and individual dealings only a smaller entity can offer. You can count on Rick, Maggie and the team to be there when you need them.
I highly recommend Beacon Pointe Advisors (formerly FPS). Rick Fingerman helped me in so many ways: through retirement, home purchase, account changes, life changes, investments, and financial planning. He knows his clients well and makes sure that every detail is attended to. The team works well together, and they consult each other if one has expertise in a certain area. I feel very secure knowing that my finances are handled by Rick.
I have known Rick Fingerman for more than 30 years. He gives great advice, is trustworthy and humorous. What really stands out is that he does pro bono work as well as specializes in working with women’s needs. I highly recommend him and everyone at Beacon Pointe.
Frequently asked questions about Financial Planning Solutions, LLC
How is Financial Planning Solutions, LLC rated?
Financial Planning Solutions, LLC has a 5 star rating with 29 reviews.
When is Financial Planning Solutions, LLC open?
Financial Planning Solutions, LLC is closed now. It will open tomorrow at 9:00 a.m.
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