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

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    M. M.
    Chief Operating Officer
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    N. C.
    President & Ceo
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    N. C.
    President
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    B. A.
    Partner & Senior Wealth Advisor
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    J. R.
    Partner & Senior Wealth Advisor
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    D. D.
    Owner
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    S. F.
    Owner
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    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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    D. A.
    Senior Portfolio Strategist
    Phone icon
    United StatesMassachusetts
    Mar 03, 2026
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    A. V. C.
    Wealth Advisor
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    United StatesMassachusetts
    Mar 03, 2026
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    J. O. C.
    Wealth Advisor
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    United StatesMassachusetts
    Jun 01, 2026
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    A. F.
    Service Associate
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    United StatesRhode Island
    Jun 26, 2026
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    A. R.
    Executive Assistant
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    United StatesMassachusetts
    May 30, 2026
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    S. Q.
    Wealth Planning Associate
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    United StatesMassachusetts
    Jun 28, 2026
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    C. N.
    Paraplanner
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    United StatesMassachusetts
    May 31, 2026
  • Stylized image of a person
    A. B.
    Executive Assistant
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    Oct 22, 2024
  • Stylized image of a person
    A. M.
    Communications Assistant
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    Oct 18, 2024
  • Stylized image of a person
    A. V.
    Paraplanner
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    Oct 17, 2024

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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