Financial Foundations, Inc. Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Financial Foundations, Inc is an independent financial services and tax firm based in Southborough, Massachusetts. Founded in 2001 by Nicholas Cosentino, the company provides financial planning and wealth management services to individuals and families through a holistic approach. Its offerings include financial and estate planning, strategic retirement planning, asset management, wealth accumulation and protection, insurance planning, guidance on major life decisions such as purchasing a home or funding college, and tax planning and return preparation. The firm employs 11-50 professionals and operates within the financial services industry, with a website at https://financial-foundations.com. Securities are offered through Commonwealth Financial Network, and Financial Foundations, as a Registered Investment Adviser, provides fixed insurance products and investment advisory services that are separate from Commonwealth.

Find Financial Foundations, Inc. employees' phone numbers or email addresses

Financial Foundations, Inc. Global Highlights

Location
Employees

North America
37

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  • United States Of America
    32
  • Canada
    5

Africa
1

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  • South Africa
    1

Europe
1

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  • Ireland
    1

Financial Foundations, Inc.'s Leadership

  • Stylized image of a person
    M. M.
    Chief Operating Officer
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  • Stylized image of a person
    N. C.
    President & Ceo
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  • Stylized image of a person
    N. C.
    President
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  • Stylized image of a person
    B. A.
    Partner & Senior Wealth Advisor
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  • Stylized image of a person
    J. R.
    Partner & Senior Wealth Advisor
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    D. D.
    Owner
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  • Stylized image of a person
    S. F.
    Owner
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  • Stylized image of a person
    B. C. A.
    Director Of Marketing
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Financial Foundations, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Financial Foundations, Inc.

Name
Title
Contact Info
Location
Last Update
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    B. A.
    Partner & Senior Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Mar 03, 2026
  • Stylized image of a person
    N. C.
    President & Ceo
    Phone icon
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    M. M.
    Chief Operating Officer
    Phone icon
    United StatesMassachusetts
    Apr 16, 2026
  • Stylized image of a person
    J. R.
    Partner & Senior Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Mar 03, 2026
  • Stylized image of a person
    D. D.
    Owner
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    N. C.
    President
    Phone icon
    UNITED STATES
    May 08, 2026
  • Stylized image of a person
    S. F.
    Owner
    Phone icon
    United StatesKansas
    May 01, 2024
  • Stylized image of a person
    B. C. A.
    Director Of Marketing
    Phone icon
    United StatesMassachusetts
    Jun 29, 2026
  • Stylized image of a person
    G. C.
    Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. M.
    Senior Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Mar 25, 2026

Frequently Asked Questions

What is Financial Foundations, Inc. known for?

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Financial Foundations, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 2 Park Central Drive 310 Southborough, Massachusetts 01772 United States; you can contact the main corporate office by phone at . Explore Financial Foundations, Inc.'s company overview page for more information.

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

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Financial Foundations, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Foundations, Inc. email formats with LeadIQ.

How many employees does Financial Foundations, Inc. have currently?

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Financial Foundations, Inc. has approximately 22 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Financial Foundations, Inc.'s key employees and leadership?

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As of June 2026, Financial Foundations, Inc.'s key employees include:

  • Chief Operating Officer: M. M.
  • President & Ceo: N. C.
  • President: N. C.
  • Partner & Senior Wealth Advisor: B. A.
  • Partner & Senior Wealth Advisor: J. R.

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