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Wells Financial Partners, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Wells Financial Partners, LLC is a financial services firm based in Needham, Massachusetts, operating with a small team. It draws on diverse experience to offer strategies across all aspects of a client’s financial life. The firm emphasizes collaboration and service, delivering a single, coordinated advisory team to help clients navigate important financial decisions at every life stage. Its planning approach is thorough, beginning with clarifying goals, then assessing progress toward those goals, and considering alternatives to help shape the lifestyle clients want. Securities and advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser, and communications are directed to residents in a defined set of states.

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

Wells Financial Partners, LLC Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Wells Financial Partners, LLC's Leadership

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

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.
    Certified Financial Planner™ Practitioner, Financial Advisor, Owner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 05, 2026
  • Stylized image of a person
    S. S.
    Certified Financial Planner™ Practitioner, Financial Advisor, Owner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 15, 2026

Frequently Asked Questions

What is Wells Financial Partners, LLC known for?

Minus sign iconPlus sign iconWells 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 iconWells 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 iconWells 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?

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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.

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