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 financial advisors 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. Our team has deep experience working with retirees and pre-retirees in the broader Massachusetts area, and also specialize in serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you're searching for a financial advisor in Newton, MA 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.

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.

I met Rick many years ago when I won a contest for a free financial plan, then hired him 8 years later to help me navigate a divorce. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.

Rick has been a wonderful resource over the years providing a wealth of knowledge and insight.

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.