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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 |
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.
My husband and I started with Rick over 30 years ago after our oldest daughter was born. We really had nothing but he developed a plan with us that had allowed us to send our kids to school debt free and now we are getting ready to retire. We have always felt like we have a plan. He’s always been honest and straightforward and accessible. Now our kids use his services. We highly recommend him.
I highly endorse Rick Fingerman and his team, without reservation. They made it possible for me to make an educated and prepared segue into my retirement. Their team combines a very personal, client- centered approach without compromising extraordinary professional financial planning strategies. They have my trust and respect, and I couldn’t be happier.
I met Rick many years ago when I won a contest for a free finanacial plan-then hired him 8 years later to help me navigate a divorce with messy finances. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.
I have been a client of Lyman Jackson from the beginning. His honesty, integrity and professionalism are beyond expectations. It has been a pleasure to be his client, and I very much value his advice, friendship and consideration.
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 24 reviews.
When is Financial Planning Solutions, LLC open?
Financial Planning Solutions, LLC is closed now. It will open on Monday at 9:00 a.m.
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