MA · Somerset

Fiduciary advisors in Somerset, MA

1 advisor with offices in Somerset. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Somerset

Fonseca Financial Services

Somerset, Massachusetts

Fonseca Financial Services is a financial services firm in Somerset, Massachusetts offering financial planning and investment management services. The firm provides investment assistance across stocks, bonds, mutual funds, ETFs, and other securities, as well as retirement plan guidance covering IRAs, 401(k)s, and similar vehicles. The firm also offers insurance products including life, disability income, and long-term care coverage, along with tax planning and estate planning services. James R. Fonseca is listed as an LPL Registered Sales Assistant.

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Financial advisors in Somerset, Massachusetts

Advisors serving Somerset specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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