FINANCIAL PLANNING SOLUTIONS, LLC
Tel: 617-630-4978 134 Rumford Ave Suite 203 Newton, Massachusetts 02466
About FINANCIAL PLANNING SOLUTIONS, LLC
FINANCIAL PLANNING SOLUTIONS, LLC is a Newton, Massachusetts based financial advisory firm with nearly $283,642,698 in assets under management and provides investment advisory services for 1174 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
168211
Firm SEC#:
801-113221
Assets Under Management:
$283,642,698
No. of Clients:
1174
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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