Financial Planning Solutions LLC
Legal Name: FINANCIAL PLANNING SOLUTIONS, LLC
120 WELLS AVENUE, NEWTON, MA
617-630-4978
http://www.planwithfps.com
Frequently Asked Questions (FAQ)
Other Info
Financial Planning Solutions LLC, officially known as FINANCIAL PLANNING SOLUTIONS, LLC, is a Limited Liability Company based in Massachusetts. The firm has a staff of 5 employees, including 3 in advisory roles, and its total client count is unknown. Financial Planning Solutions LLC is registered with the SEC and its latest status is listed as Approved, with a registration date of May 14, 2018.
CERTIFIED FINANCIAL PLANNER™ Newton, MA — Financial Planning Solutions, LLC
Helping you have a clear and shared understanding of your goals is key to a secure financial life. Certified Financial Planner, Fiduciary, Fee only, Newton, MA financial advisor
Direct Owners
-
LYMAN HOOD JACKSON
MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
RICHARD HOWARD FINGERMAN
MEMBER owns more than 50% but less than 75%