Insights

Market Focus Financial Foundations targets individual clients across multiple states, offering personalized financial planning and wealth management services. There is an opportunity to promote advanced financial technology solutions, client engagement platforms, or compliance tools tailored for small to mid-sized financial advisory firms seeking growth and operational efficiency.

Service Expansion The firm provides comprehensive services including estate planning, retirement strategies, insurance, and tax preparation. Technology that integrates these services into a streamlined, all-in-one platform could help enhance client experience and operational productivity, appealing to firms aiming for holistic financial advisory solutions.

Technology Stack Utilizing a range of cloud and web development tools suggests openness to adopting innovative digital solutions. There is a potential to offer cybersecurity, cloud management, or website optimization services to support their existing infrastructure and ensure compliance and security in handling sensitive client data.

Growth Potential With revenue estimates between 10 to 25 million dollars and a small team, there is room for scalable financial technology tools that can support client acquisition and retention strategies. Customized marketing automation or client onboarding solutions could facilitate growth without significantly increasing overhead.

Competitive Landscape Given their positioning alongside major industry players with substantial employee counts, Financial Foundations could benefit from sales solutions that differentiate smaller, personalized service offerings. Opportunities include CRM systems or client communication platforms designed for boutique firms seeking to compete with larger institutions.

Financial Foundations, Inc Tech Stack

Financial Foundations, Inc uses 8 technology products and services including Amazon S3, Drupal, Webpack, and more. Explore Financial Foundations, Inc's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Drupal
    Content Management System
  • Webpack
    Development
  • CodeMirror
    Editors
  • jQuery
    Javascript Libraries
  • Acquia Cloud Platform
    Platform As A Service
  • ZURB Foundation
    UI Frameworks
  • Bootstrap
    UI Frameworks

Media & News

Financial Foundations, Inc's Email Address Formats

Financial Foundations, Inc uses at least 1 format(s):
Financial Foundations, Inc Email FormatsExamplePercentage
FLast@financial-foundations.comJDoe@financial-foundations.com
88%
Last@financial-foundations.comDoe@financial-foundations.com
6%
First.Last@financial-foundations.comJohn.Doe@financial-foundations.com
3%
F.Last@financial-foundations.comJ.Doe@financial-foundations.com
3%

Frequently Asked Questions

Where is Financial Foundations, Inc's headquarters located?

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Financial Foundations, Inc's main headquarters is located at 2 Park Central Drive 310 Southborough, Massachusetts 01772 United States. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Financial Foundations, Inc's phone number?

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You can contact Financial Foundations, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Foundations, Inc's official website and social media links?

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Financial Foundations, Inc's official website is financial-foundations.com and has social profiles on LinkedIn.

What is Financial Foundations, Inc's NAICS code?

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Financial Foundations, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Foundations, Inc have currently?

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As of April 2026, Financial Foundations, Inc has approximately 21 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Operating Officer: M. M.President & Ceo: N. C.President: N. C.. Explore Financial Foundations, Inc's employee directory with LeadIQ.

What industry does Financial Foundations, Inc belong to?

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Financial Foundations, Inc operates in the Financial Services industry.

What technology does Financial Foundations, Inc use?

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Financial Foundations, Inc's tech stack includes Amazon S3DrupalWebpackCodeMirrorjQueryAcquia Cloud PlatformZURB FoundationBootstrap.

What is Financial Foundations, Inc's email format?

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Financial Foundations, Inc's email format typically follows the pattern of FLast@financial-foundations.com. Find more Financial Foundations, Inc email formats with LeadIQ.

When was Financial Foundations, Inc founded?

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Financial Foundations, Inc was founded in 2001.

Financial Foundations, Inc

Financial ServicesMassachusetts, United States11-50 Employees

Financial Foundations is an independent financial services and tax firm based in Southborough, MA. It was founded in 2001 by Nicholas Cosentino to help individuals and families achieve true financial freedom. We are a financial planning and wealth management firm that approaches the financial needs of clients in a comprehensive and holistic way.

Our team of financial professionals provides a wide range of services, including financial and estate planning, strategic retirement planning, asset management, wealth accumulation and wealth protection. We counsel our clients with the goal of maximizing their employee benefit plans and help them address the risk in their lives through insurance planning. We advise them about key life decisions like purchasing a new home or funding college educations. We guide clients through today's complex tax landscape, and even prepare their returns.

By addressing our clients’ total financial picture, we provide real, meaningful value. In doing so, we deliver on our promise – to make the complicated, simple.

To schedule a complimentary First Interview Experience® please contact our office at 508.620.1000.


Strictly intended for individuals in AZ, CA, CT, FL, HI, IL, IN, KS, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state & registration requirements regarding investment products & services.

Securities offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products & services & investment advisory services offered by Financial Foundations, a Registered Investment Adviser, are separate and unrelated to Commonwealth. 508.620.1000
Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
2 Park Central Drive 310 Southborough, Massachusetts 01772 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Financial Foundations, Inc's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Financial Foundations, Inc's revenue is estimated to be in the range of $10M$25M

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