Insights

Holistic Financial Services Financial Foundations offers a comprehensive range of financial planning, estate management, and tax services tailored to individuals and families, presenting opportunities to cross-sell advanced wealth management and estate planning solutions.

Focused Market Regions Operating primarily in select states including Massachusetts, New York, and California, the company can be approached with targeted marketing campaigns and personalized offerings aligned with regional financial regulations and client needs.

Tech-Enabled Platform Using advanced tech stack including Amazon S3, Cloudflare, and Drupal Multisite indicates a modern digital presence, offering prospects for digital advisory services, online financial tools, or technology-driven client engagement solutions.

Growth Potential With annual revenues between 25 and 50 million dollars and a skilled team of up to 50 employees, there is substantial scope to expand service offerings, enhance client experience, and leverage strategic partnerships for revenue growth.

Client-Centric Approach Specializing in helping clients maximize employee benefits and manage complex tax situations suggests an opportunity to introduce advanced employee benefit solutions, tax optimization products, or personalized financial technology tools to existing clients.

Financial Foundations, Inc. Tech Stack

Financial Foundations, Inc. uses 8 technology products and services including Amazon S3, Cloudflare, JSON-LD, and more. Explore Financial Foundations, Inc.'s tech stack below.

  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Acquia Cloud
    Platform As A Service
  • Acquia Cloud Platform
    Platform As A Service
  • Drupal Multisite
    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

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 December 2025, Financial Foundations, Inc. has approximately 20 employees across 3 continents, including North AmericaAfricaEurope. Key team members include President & Ceo: N. C.President: N. C.Owner: D. D.. 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 S3CloudflareJSON-LDGoogle MapsAcquia CloudAcquia Cloud PlatformDrupal MultisiteApache.

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

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Financial Foundations, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Financial Foundations, Inc.'s revenue is estimated to be in the range of $25M$50M

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