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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 1986.
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. |
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General Information |
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| States Licensed in: |
MA,NH,NJ,
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| Work with the following types of clients: |
Businesses, Individual Investors
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| 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
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Member, Ed Slott's Master Elite IRA Advisor Group, CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
Member of Ed Slott's Master Elite IRA Advisor Grp
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Firm Information |
| Advisor's Number of Clients: |
188
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| Advisor's Number of Planning Clients: |
100
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| Advisor's Number of Managed Clients: |
70
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$500000
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