Financial Solutions Associates
Financial Solutions Associates (CRD# 130397) is a financial advisory firm headquartered in Dedham, MA. They manage $137,712,000 in 478 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management138MILLION
Total Number of Accounts478ACCOUNTS
Average Account Value$288,100
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, ME, NH, TX
Barnet Goverman (CRD# 1939080) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has over 33 years of experience in the finance industry. Barnet Goverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.