Fairfield Financial Advisors Ltd. / Financial Advisor in Wellesley Hills, Massachusetts
Jane King, CFP
FFA 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. By serving as advocates and educators, we are able to translate complex data into clear information that helps facilitate well-informed financial decisions. We listen carefully to our clients. We help them understand the issues and develop relationships that are personal and enjoyable.
The complexities of our economy, the uncertainties of the stock market, and the length of time one must live on retirement savings require serious evaluation to ensure financial independence. We provide our clients with a full range of financial planning services, all of which are covered by the asset management fee.
Fairfield Financial Advisors delivers fee-only objective financial advice that is not tied to the sale of a product. Investment portfolios recommended by Fairfield Financial Advisors primarily use no-load mutual funds and individual securities. Buying and selling is done primarily through Charles Schwab & Co., and all securities are held in the name of the client.
About the President: Jane V. King is a financial advisor and money manager who spent twenty years in the investment business before starting the firm in 1993. She was a Vice President at both the Massachusetts Investors Trust and at The Keystone Group. She later served as a Senior Vice of Integrated Resources, Inc., a financial services company in New York City. Ms. King as a bachelor’s degree in French and Russian and has earned the designation of Certified Financial Planner.
FFA 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. By serving as advocates and educators, we are able to translate complex data into clear information that helps facilitate well-informed financial decisions. We listen carefully to our clients. We help them understand the issues and develop relationships that are personal and enjoyable.
The complexities of our economy, the uncertainties of the stock market, and the length of time one must live on retirement savings require serious evaluation to ensure financial independence. We provide our clients with a full range of financial planning services, all of which are covered by the asset management fee.
Fairfield Financial Advisors delivers fee-only objective financial advice that is not tied to the sale of a product. Investment portfolios recommended by Fairfield Financial Advisors primarily use no-load mutual funds and individual securities. Buying and selling is done primarily through Charles Schwab & Co., and all securities are held in the name of the client.
About the President: Jane V. King is a financial advisor and money manager who spent twenty years in the investment business before starting the firm in 1993. She was a Vice President at both the Massachusetts Investors Trust and at The Keystone Group. She later served as a Senior Vice of Integrated Resources, Inc., a financial services company in New York City. Ms. King as a bachelor’s degree in French and Russian and has earned the designation of Certified Financial Planner.
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