Tom Fisher CFP

Tel: (508) 482-9336
2000 Westpark Drive
Suite 125
Waltham, MA 02451

About Legacy Financial Advisors

Tom Fisher is a registered representative of SII Investments,
Inc. and was one of the original advisors of the Legacy Financial
Advisors group when he joined the firm in 2000. He has been a
personal financial services professional since 1986.

Tom has an MBA in Finance from Babson College and an
undergraduate in finance from the University of Mass at Lowell.
He has earned the prestigious certification of CERTIFIED
FINANCIAL PLANNER? professional and is a member of Ed Slott?s
Master Elite IRA Advisor Group.

In his practice Tom specializes in creating innovative tax and
investment solutions to help his clients live well during their
retirement years. This may include significant tax reduction on
retirement plans, leaving more money available for his clients?
enjoyment, or it might include income optimization strategies.

Tom is a life-long resident of Massachusetts and now lives in
Charlestown with his wife Ellen. He is active in the local
community and has been a member of the Walpole Lions Club for 35
years.

Securities and advisory services are offered through SII
Investments, Inc. member FINRA, SIPC and a Registered Investment
Advisor. SII and Legacy Financial Advisors are separate and
unrelated companies. SII does not provide tax or legal advice. For additional information and disclosures,
please visit our website.


General Information
Firm Start Year:   1986
No.of Employees:   2-4
States Licensed in:   MA,NH,NJ,
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Long Term Care , Variable Life , Variable Annuity , Life , Health , Annuity , Accident
Financial Organization Memberships:   Member of Ed Slott's Master Elite IRA Advisor Grp


Firm Information
Advisor's Number of Clients:   188
Advisor's Number of Managed Clients:   70
Advisor's Number of Planning Clients:   100


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets


Education
MBA - Finance/Accounting  Babson College - Wellesley, MA
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FAQs

Tom Fisher CFP

Tom Fisher CFP

Ed Slott's Master Elite IRA Advisor Group, Member, CERTIFIED FINANCIAL PLANNER™ Certificant

My Team


Communities Served

Acton Ashland
Auburn Ayer
Bedford Bellingham
Berlin Blackstone
Bolton Boxborough
Boylston Brighton
Carlisle Clinton
Concord Dedham
Dover East Walpole
Foxboro Framingham
Franklin Grafton
Groton Hanscom Afb
Harvard Holliston
Hopedale Hopkinton
Hudson Hyde Park
Lancaster Lincoln
Littleton Marlborough
Maynard Medfield
Medway Milford
Millis Natick
Norfolk North Attleboro
North Grafton Northborough
Northbridge Norwood
Plainville Roslindale
Sharon Sherborn
Shirley Shrewsbury
South Grafton South Walpole
Southborough Still River
Stow Sudbury
Upton Uxbridge
Village Of Nagog Woods Walpole
Waltham Wayland
West Boylston West Roxbury
Westford Westwood
Worcester Wrentham
Billerica

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 8:00 PM

Compensation Arrangements

Check Bank Transfer