About FIRST NEEDHAM INVESTMENTS, INC.
FIRST NEEDHAM INVESTMENTS, INC. is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With years of experience in the industry, FIRST NEEDHAM INVESTMENTS, INC. has built a reputation for being a reliable and knowledgeable resource for financial advice.
How the Advisor Helps Clients – Key Takeaways:
- Provides customized financial plans tailored to individual needs and goals
- Offers a wide range of financial services
- Works with a variety of client types
- Charges reasonable fees and is transparent about compensation
- Maintains a clean record with no disciplinary actions
Facts and Insights:
Founded in 1985, FIRST NEEDHAM INVESTMENTS, INC. has established itself as a trusted advisor for individuals and businesses looking for sound financial guidance. With a team of experienced advisors, the firm has the knowledge and expertise to guide clients through various financial situations and help them achieve their long-term goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 35 years |
Financial Services Offered:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
Client Types:
- Individuals
- Families
- Small Businesses
- Non-profit Organizations
Fees & Compensation:
FIRST NEEDHAM INVESTMENTS, INC. prides itself on offering reasonable and transparent fees for their services. The firm charges a percentage of assets under management for investment management services, while other services have flat fees or hourly rates. Advisors are upfront about their compensation and do not receive commissions for recommending any specific products.
Background:
The team at FIRST NEEDHAM INVESTMENTS, INC. consists of experienced and knowledgeable advisors who hold various certifications and credentials, such as CFP® and CPA. This ensures that clients receive the highest level of expertise and advice when working with the firm.
Financial Advisor Disclosures to Know:
FIRST NEEDHAM INVESTMENTS, INC. maintains a clean record and has not received any disciplinary actions from regulatory authorities. This is a testament to the firm’s commitment to ethical and responsible practices in the financial industry.