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Financial Foundations

Financial Foundations Revenue

Financial ServicesFlag of US2 Park Central Dr, 310, United States11-20 Employees

$

Financial Foundations revenue & valuation

Annual revenue$10,000,000
Revenue per employee$500,000
Estimated valuation?$32,000,000
Total fundingNo funding

Key Contact at Financial Foundations

Flag of US

Steven Maltz

Owner / Operator

Company overview

Headquarters2 Park Central Dr, 310, Southborough, Massachusetts 01772, US
Phone number+15086201000
Website
NAICS52
Keywords
Financial Services, Tax Services, Asset Management, Wealth Transfer, Estate Planning, Retirement Services
Founded2001
Employees11-20
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.

FormatExamplePercentage
{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

Entry
Senior
C-Suite

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

Discover the technologies and tools that power Financial Foundations's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Vimeo

Vimeo

Video players

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Financial Foundations is located in 2 Park Central Dr, 310, US.
You can reach Financial Foundations at +15086201000.
Financial Foundations generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Financial Foundations has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Financial Foundations was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Financial Foundations has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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