Tom Fisher CFP
Legacy Financial Advisors

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Accident , Disability , Health , Variable Life , Long Term Care , Life , Variable Annuity
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 and Fees

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


Education

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


Tom Fisher CFP

Tom Fisher CFP

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

My Team


Jonathan Green


RFC

Communities Served

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

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