FINER & FINER, CPA'S

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
RANDOLPH, Massachusetts
CRD number
147747
Fee structure
Other

Firm profile

FINTRX

Overview

Finer & Finer, CPA is a partnership primarily engaged in accounting services. The firm operates without a specific classification in the investment advisory space and does not function as a capital allocator. While it does not actively engage in ESG investing or pension consulting, its focus remains on providing accounting services rather than traditional investment advisory activities. This positions Finer & Finer as a specialized firm catering to clients seeking accounting expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RONALD FINER

    PartnerCRD 5594195

  • STANLEY FINER

    PartnerCRD 5594200

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RANDOLPH, MA

NORFOLK

Location

RANDOLPH, MA

Headquartered in RANDOLPH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
12 Lori Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth