Anthony Veloso
Anthony Veloso is a CFP-designated registered investment advisor at Financial Foundations, INC., based in Southborough, MA, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Foundations charges $250 per hour for financial planning services. The cost and scope of services will be specified in your financial planning agreement.
Location
2 Park Central Drive, Suite 310, Southborough, MA, 01772
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony sells fixed insurance, dedicating minimal time to this activity. He is also a Planning Board Member for the Town of Holden, MA, which does not take up any of his business hours.
Employment History
Current Registrations
Financial Foundations, INC.
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Nylife Securities LLCBroker
Global Capital Markets, LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.