Financial Planning Solutions is very excited to share that we have joined Beacon Pointe Advisors.

As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.

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Schwab

Newton, MA

Meet Our Advisory Team

134 Rumford Avenue, Suite 203, Newton, MA, 02466, USA

Our Newton-based team of financial advisors and CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth through newly acquired assets and how they fit into a long-term financial plan. Our team has deep experience working with retirees and pre-retirees throughout Massachusetts to help them gain confidence, stay organized, and make thoughtful decisions about their financial future. We also specialize in serving women, specifically those navigating important financial turning points, including widowhood, divorce, and retirement. If you're searching for a financial advisor in Newton, MA who understands both the financial and personal challenges that often accompany life's transitions, our team is ready to support your financial goals.

(617) 630-4978

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

I have been working with Rick Fingerman as my financial advisor since 1994. The excellence I received in financial planning allowed me to retire early and even though my pension isn’t as much as I wanted it to be, by having a solid financial plan working with Rick, I was able to retire comfortably.

I have known Rick Fingerman for more than 30 years. He gives great advice, is trustworthy and humorous. What really stands out is that he does pro bono work as well as specializes in working with women’s needs. I highly recommend him and everyone at Beacon Pointe.

I have been a client of Lyman Jackson from the beginning. His honesty, integrity and professionalism are beyond expectations. It has been a pleasure to be his client, and I very much value his advice, friendship and consideration.

My husband and I started with Rick over 30 years ago after our oldest daughter was born. We really had nothing but he developed a plan with us that had allowed us to send our kids to school debt free and now we are getting ready to retire. We have always felt like we have a plan. He’s always been honest and straightforward and accessible. Now our kids use his services. We highly recommend him.

Rick has been an adviser for us since I was diagnosed with a serious cancer in 2011. (He offered his services pro bono to cancer patients through a famous cancer clinic in Boston). Luckily, I have done well, and the financial advice from Rick and his team has helped us plan for the future, plow through debt, and prepare for retirement. He is conscientious and easy to work with. We recommend him wholeheartedly.

I have had excellent experience working with Rick and Maggie. I totally recommend their financial services.

We have worked with Lyman Jackson and his team for 24 years and they have helped us achieve the financial security which allowed us to retire early. We highly recommend their services.

I’ve worked with Rick Fingerman for over 15 years, and I trust his financial advice implicitly. He and his team are extremely responsive whenever I reach out with questions. No matter how basic my question, Rick and his team answer it quickly, respectfully, and thoroughly my experience has shown how valuable it is to work with a Certified Financial Planner!

I highly endorse Rick Fingerman and his team, without reservation. They made it possible for me to make an educated and prepared segue into my retirement. Their team combines a very personal, client-centered approach without compromising extraordinary professional financial planning strategies. They have my trust and respect, and I couldn’t be happier.

Lyman has what I believe is a sound investment strategy that balances risk and reward to yield good gains while minimizing risk. My wife’s and my portfolio have performed above our expectations year after year.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.