Insights

Gap in market Financial Foundations, Inc. positions itself as an independent and holistic financial services provider, potentially appealing to clients seeking personalized and comprehensive financial planning solutions, filling a gap left by larger, more institutional firms.

Local boutique advantage Being located in Westborough, MA allows Financial Foundations to leverage its local presence and portray itself as a boutique financial advisory firm, attracting clients looking for hands-on, personalized service rather than big corporate experiences.

Tech-savvy service appeal With a tech stack including Cloudflare CDN, Google Maps, and Acquia Cloud Platform, Financial Foundations demonstrates a commitment to innovative solutions and modern technological integrations, appealing to clients who value efficient and advanced service delivery.

Wealth maximization angle Highlighting services like wealth accumulation and retirement planning, Financial Foundations can position itself as a strategic partner for clients looking to maximize their wealth and secure their financial future, potentially attracting high-net-worth individuals.

Differentiation from competitors In a crowded financial services market dominated by larger players like Charles Schwab and Vanguard, Financial Foundations can emphasize its personalized approach, strategic financial counseling, and simplified processes to differentiate itself and attract clients seeking a more tailored experience.

Financial Foundations, Inc. Tech Stack

Financial Foundations, Inc. uses 8 technology products and services including Cloudflare CDN, Open Graph, Percona, and more. Explore Financial Foundations, Inc.'s tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Percona
    Database
  • Google Maps
    Maps
  • Acquia Cloud Platform
    Platform As A Service
  • PHP
    Programming Languages
  • Acquia Cloud Site Factory
    Web Hosting
  • Apache
    Web Servers

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 One Research Drive, Suite 100B Westborough, MA 01581, US. 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.

How much revenue does Financial Foundations, Inc. generate?

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As of May 2025, Financial Foundations, Inc.'s annual revenue reached $3.8M.

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 May 2025, Financial Foundations, Inc. has approximately 17 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Financial Officer: D. C.Chief Operating Officer: M. M.President & Ceo: 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 Cloudflare CDNOpen GraphPerconaGoogle MapsAcquia Cloud PlatformPHPAcquia Cloud Site FactoryApache.

What is Financial Foundations, Inc.'s email format?

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Financial Foundations, Inc.'s email format typically follows the pattern of . 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 Foundations, Inc.

Financial ServicesUnited States11-50 Employees

Financial Foundations is an independent financial services and tax firm based in Westborough, 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
One Research Drive, Suite 100B Westborough, MA 01581, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Financial Foundations, Inc.'s revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Financial Foundations, Inc.'s revenue is in the range of $10M

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