Financial Solutions Associates
Financial Solutions Associates (CRD# 130397) is a financial advisory firm headquartered in Dedham, MA. They manage $132,489,000 in 542 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management132MILLION
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Total Number of Accounts542ACCOUNTS
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Average Account Value$244,445
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, ME, NH, NY, TX
Financial Advisors at Financial Solutions Associates
1
Barnet Goverman (CRD# 1939080) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has over 35 years of experience in the finance industry.
2
Brett Goverman (CRD# 6606767) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has 1 year of experience in the finance industry.
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