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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 |
Rick is a really wonderful person and incredible Financial Advisor. I know absolutely nothing about investing, stocks, CD's IRA's, etc... and answers all of questions patiently and makes things clear. He is kind, helpful and very supportive. Rick is also a lot of fun to work with. When I recently had an alarming and upsetting experience with a scammer, he was able to make me feel calm and and no longer embarassed about my naiivety. I trust him completely. I always know that I am in good hands and never have to worry about th... read more
I've known Rick for many years, long before he became our financial planner, and I can confidently say he and his team are phenomenal. Rick genuinely cares about his clients and consistently goes above and beyond to provide thoughtful, personalized guidance. In today's world of automation and impersonal service, Rick's approach is truly refreshing. He takes the time to listen, understand your goals, and make you feel supported every step of the way. I can't say enough about how wonderful, knowledgeable, and caring Rick has b... read more
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.
Highly Recommend Andrew!!! We have been working with Andrew for a few years now. He has been so extremely helpful in making sure we are set as a family with young kids. He has helped especially in managing our student loans and with being sure we are making good financial decisions now knowing we will be set up for our future, all while figuring out ways to keep living and enjoying our current life with more limited resources/extra expenses with little kids. He takes his time in listening to us, following up, and always keep... read more
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 34 reviews.
When is Financial Planning Solutions, LLC open?
Financial Planning Solutions, LLC is open now. It will close at 6:00 p.m.
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