Wells Financial Partners, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Wells Financial Partners brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life. Through collaboration and a shared commitment to superior service, we provide you with a single coordinated team to help you face the many important financial decisions you encounter at every stage of your life. 

We believe in a thorough approach to financial planning. Whether you are a young adult building your future or if you are already enjoying your retirement. We work with you to sort out your goals and your priorities. Next, we help determine if you are on the pathway to achieving those goals. Finally, we may offer alternatives and perhaps different approaches to help you pursue and shape the lifestyle you desire. 

Wells Financial Partners, LLC. 197 First Avenue Suite 350, Needham, MA 02494
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. 

This communication is strictly intended for individuals residing in the states of AZ,CA,CO,CT,FL,GA,IL,MA,MD,ME,MI,MO,MS,NC,NH,NJ,NV,NY,PA,RI,SC,TX,UT,VA,VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  

Review our Terms of Use: www.commonwealth.com/termsofuse.html

Find Wells Financial Partners, LLC employees' phone numbers or email addresses

Wells Financial Partners, LLC Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Wells Financial Partners, LLC's Leadership

  • Stylized image of a person
    R. B.
    Partner
    Phone icon
  • Stylized image of a person
    I. D.
    Director
    Phone icon
  • Stylized image of a person
    A. S.
    Marketing Manager For Brett Saide
    Phone icon
  • Stylized image of a person
    K. G.
    Financial Analyst
    Phone icon
  • Stylized image of a person
    R. N.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    D. J.
    Administrative And Marketing Specialist
    Phone icon
  • Stylized image of a person
    P. D.
    Certified Financial Planner™ Practitioner, Financial Advisor
    Phone icon
  • Stylized image of a person
    B. S.
    Financial Advisor
    Phone icon

Wells Financial Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Support
  • Accounting
  • Administrative
  • Other

Contact profiles from Wells Financial Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    I. D.
    Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    A. S.
    Marketing Manager For Brett Saide
    Phone icon
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    K. G.
    Financial Analyst
    Phone icon
    United StatesMassachusetts
    Mar 25, 2026
  • Stylized image of a person
    R. N.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Mar 24, 2026
  • Stylized image of a person
    D. J.
    Administrative And Marketing Specialist
    Phone icon
    United StatesNorth Carolina
    Apr 14, 2026
  • Stylized image of a person
    P. D.
    Certified Financial Planner™ Practitioner, Financial Advisor
    Phone icon
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    B. S.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    M. E.
    Customer Service Specialist
    Phone icon
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    N. L.
    Certified Financial Planner™ Practitioner, Financial Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 20, 2025

Frequently Asked Questions

What is Wells Financial Partners, LLC known for?

Minus sign iconPlus sign icon
Wells Financial Partners, LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 197 First Avenue Suite 350 Needham, Massachusetts United States. Explore Wells Financial Partners, LLC's company overview page for more information.

What is Wells Financial Partners, LLC's most common email format?

Minus sign iconPlus sign icon
Wells Financial Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wells Financial Partners, LLC email formats with LeadIQ.

How many employees does Wells Financial Partners, LLC have currently?

Minus sign iconPlus sign icon
Wells Financial Partners, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Wells Financial Partners, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Wells Financial Partners, LLC's key employees include:

  • Partner: R. B.
  • Director: I. D.
  • Marketing Manager For Brett Saide: A. S.
  • Financial Analyst: K. G.
  • Financial Advisor: R. N.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.