


Financial Foundations Revenue
Financial Services • 2 Park Central Dr, 310, United States • 11-20 Employees
Financial Foundations revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $500,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contact at Financial Foundations
Steven Maltz
Owner / Operator
Company overview
| Headquarters | 2 Park Central Dr, 310, Southborough, Massachusetts 01772, US |
| Phone number | +15086201000 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Tax Services, Asset Management, Wealth Transfer, Estate Planning, Retirement Services |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Financial Foundations Email Formats
Financial Foundations uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@financial-foundations.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financial-foundations.com | 58.3% |
{first initial}{last name} | jdoe@financial-foundations.com | 41.7% |
About Financial Foundations
Financial Foundations is an independent financial services and tax firm based in Southborough, MA. It was founded in 2001 by Nicholas Cosentino to help individuals and families achieve true financial freedom. We are a financial planning and wealth management firm that approaches the financial needs of clients in a comprehensive and holistic way. Our team of financial professionals provides a wide range of services, including financial and estate planning, strategic retirement planning, asset management, wealth accumulation and wealth protection. We counsel our clients with the goal of maximizing their employee benefit plans and help them address the risk in their lives through insurance planning. We advise them about key life decisions like purchasing a new home or funding college educations. We guide clients through today's complex tax landscape, and even prepare their returns. By addressing our clients’ total financial picture, we provide real, meaningful value. In doing so, we deliver on our promise – to make the complicated, simple. To schedule a complimentary First Interview Experience® please contact our office at 508.620.1000. Strictly intended for individuals in AZ, CA, CT, FL, HI, IL, IN, KS, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state & registration requirements regarding investment products & services. Securities offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products & services & investment advisory services offered by Financial Foundations, a Registered Investment Adviser, are separate and unrelated to Commonwealth. 508.620.1000 Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Foundations has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Financial Foundations has never raised funding before.
Financial Foundations Tech Stack
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