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Fingerman, Jackson Merge To Form Financial Planning Solutions LLC

Nov 12, 2013 | Reprints | Unlock Link | Print

Rick Fingerman and Lyman Jackson, members of The Financial Planning Association (FPA) of Massachusetts, have merged practices to form Financial Planning Solutions LLC in Newton.

Financial Planning Solutions, located at 120 Wells Ave., is an independent registered investment advisor that assists clients with retirement planning, minimizing taxes, protecting assets and navigating divorce. The fee-based financial planning firm focuses on upper-middle income professionals in need of objective advice.

Fingerman has been providing financial planning services since 1989. He is a certified financial planner practitioner and a certified divorce financial analyst. Jackson, a member of the FPA of Massachusetts for ten years, is a certified financial planner practitioner and an accredited investment fiduciary.

Banking & Lending