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Featured Business Financial Advisor in Waltham, MA
Waltham Financial Advisors
Legacy Financial Advisors
2000 Westpark Drive, Suite 125
Waltham, MA 02451
(508) 482-9336
Advisor Profile
Tom Fisher CFP
Name:  Tom Fisher CFP
Phone Number:  (508) 482-9336
Website:  Visit Website

About Legacy Financial Advisors

Tom Fisher is a registered representative of SII Investments,
Inc. and was one of the original advisors of the Legacy
Financial Advisors group when he joined the firm in 2000. He
has been a personal financial services professional since

Tom has an MBA in Finance from Babson College and an
undergraduate in finance from the University of Mass at
Lowell. He has earned the prestigious certification of
CERTIFIED FINANCIAL PLANNER professional and is a member of Ed
Slott's Master Elite IRA Advisor Group.

In his practice Tom specializes in creating innovative tax and
investment solutions to help his clients live well during
their retirement years. This may include significant tax
reduction on retirement plans, leaving more money available
for his clients' enjoyment, or it might include income
optimization strategies.

Tom is a life-long resident of Massachusetts and now lives in
Charlestown with his wife Ellen. He is active in the local
community and has been a member of the Walpole Lions Club for
35 years.

Securities and advisory services are offered through SII
Investments, Inc. member FINRA, SIPC and a Registered
Investment Advisor. SII and Legacy Financial Advisors are
separate and unrelated companies. SII does not provide tax or
legal advice. For additional information and disclosures,
please visit our website.

General Information

CRD#:    1528669
States Licensed in:    MA,NH,NJ,
States Willing to do Business in:    Acton,Ashland,Ayer,Bedford,Bellingham,Berlin,Billerica,Bolton,Boxborough,Boylston,Brighton,Carlisle,Clinton,Concord,Dedham,Dover,East Walpole,Foxboro,Framingham,Franklin,Groton,Hanscom Afb,Harvard,Holliston,Hopedale,Hopkinton,Hudson,Hyde Park,Lancaster,Littleton,Marlborough,Maynard,Medfield,Medway,Milford,Millis,Natick,Norfolk,North Grafton,Northborough,Norwood,Roslindale,Sharon,Sherborn,Shirley,Shrewsbury,South Walpole,Southborough,Still River,Stow,Sudbury,Upton,Village Of Nagog Woods,Walpole,Wayland,West Roxbury,Westford,Westwood,Wrentham,West Boylston
I work with the following types of clients:    Individual Investors, Businesses


Investment Types:    Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, At your office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Member, Ed Slott's Master Elite IRA Advisor Group
Securities Licenses:    Series 63, Series 24, Series 65, Series 7
Insurance and Annuity Licenses:    Disability, Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity, Accident
Financial Organization Memberships:    Member of Ed Slott's Master Elite IRA Advisor Grp

Firm Information

Advisor's Number of Clients:    188
Advisor's Number of Managed Clients:    70
Advisor's Number of Planning Clients:    100


Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500000
Compensation Methods:    Commissions, Flat Fee, Hourly, Based on Assets
Prepared By: Tom Fisher CFP

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