Janet
Friedman
Financial Planning Solutions, LLC
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About this Advisor
Janet Friedman is a financial advisor based in Auburndale, Massachusetts, working with Financial Planning Solutions, LLC. Janet has previously held positions at Abaris Financial Group, LLC, Cwm, LLC, Abaris Financial Group LLC, and Financial Planning Solutions, LLC. Janet has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Janet is part of Financial Planning Solutions, LLC, which operates out of Auburndale, Massachusetts. The firm has 1 office and 7 employees. The firm manages assets totaling $283.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Financial Planning Solutions, LLC includes asset-based, hourly, and fixed fees.
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Financial Planning Solutions, LLC Brokerage Details
$283,642,698
7
1,174
$241,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Janet Friedman Work History
Financial Planning Solutions, LLC
Cwm, LLC
Abaris Financial Group LLC
Abaris Financial Group, LLC
Disclosures
Please visit the SEC profile of Janet Friedman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Planning Solutions, LLC
Auburndale, MA
Auburndale, MA
Auburndale, MA
Auburndale, MA
Auburndale, MA
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