Fairfield Financial Advisors

Fairfield Financial Advisors

  • 20 William St Ste 260 Wellesley
  • Wellesley Hills, Massachusetts
  • 2481
  • Phone: (781) 431-1119
  • Fax: (781) 431-7611
  • Website

Description

Fairfield Financial Advisors has experience working with traditional, blended, and non-traditional families as well as individuals.

Fairfield Financial Advisors, Ltd. provides sound, well-reasoned financial and investment advice to individuals, families and business owners. We understand that each client has specific needs and very personal goals. We analyze investment options, make specific recommendations, and design and implement a customized portfolio, which we carefully manage. We monitor the performance of that portfolio and suggest changes when necessary. We are a small firm that enjoys working as a team with our clients and with each other.

Ruth Jacobson joined Fairfield Financial Advisors in 2005 and comes to us with 20 years of experience at a small Boston investment firm. As VP of Administration, Ruth was responsible for all aspects of the day-to-day operations at the firm as well as serving as the main liaison to clients. She has made a quick transition to our client service team with her well-honed organizational skills and attention to detail. Ruth attended the University of Massachusetts. In her spare time, Ruth enjoys the outdoors, especially travel, golf and working in her garden.

Fact sheet

Number of employees
1-4

Company contacts

  • Jane King
  • President

Products & services

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