Janet Friedman

from Financial Planning Solutions, LLC
SEC regulated
Regulated Investment Advisor
Janet Friedman is a financial advisor based in Massachusetts, Newton, with 37 years of experience. Janet currently works for Financial Planning Solutions, LLC. Janet maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Janet Friedman works at Financial Planning Solutions, LLC
Financial Planning Solutions, LLC is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $236,387,259 of assets under management and employs about 5 people. Financial Planning Solutions, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
134 Rumford Ave, Suite 203, Newton, Massachusetts, 2466

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