Financial Foundations

Financial Foundations is an independent financial services and tax firm based in Westborough, Massachusetts. Founded in 2001, the company employs 26 people and generates over $10,000 in annual revenue. The firm provides a comprehensive range of financial services, including financial and estate planning, strategic retirement planning, asset management, wealth accumulation, and wealth protection. Their team of financial professionals also helps clients maximize their employee benefit plans, address risk through insurance planning, and navigate key life decisions such as purchasing a home or funding college educations. Financial Foundations also offers guidance on complex tax matters and prepares clients' tax returns. Financial Foundations distinguishes itself by taking a holistic approach to clients' financial needs, aiming to simplify complex financial concepts and deliver tangible value. Their commitment to transparency and personalized service is reflected in their "Complimentary First Interview Experience®" offering. Clients interested in scheduling a consultation can contact Financial Foundations at 508.620.1000.