Florek Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$505,912,000
Clients
94
Advisors
2
of 2 employees
About
Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high‑net‑worth clients, including related trusts, estates and retirement accounts. The firm offers integrated services that include financial planning, investment management, tax planning and tax compliance.
Portfolios are built from targeted asset allocations using index and actively managed mutual funds, ETFs and separate account managers, with a primarily long‑term orientation and the flexibility to rebalance as needed. The firm delivers both discretionary and non‑discretionary management, and non‑discretionary accounts require client approval before each trade.
The firm is notable for its accounting affiliation: the principal holds CPA and CFP credentials and the firm provides tax planning, compliance and tax preparation alongside investment advice. Another distinguishing feature is that a substantial majority of its reported $511 million in AUM is managed on a non‑discretionary basis (roughly $366 million non‑discretionary vs. $145 million discretionary), producing a relatively high level of assets per advisor for a firm of its size.
Client services
Expertise
Fee options
Negotiable fees for financial planning and tax compliance services (no specific amounts stated)
Negotiable hourly rates for financial planning and tax compliance services (no specific rates stated)
Minimum fee: $12,000 annually or $3,000 per quarter minimum fee Fee-only: Fee-only advisory firm; compensated solely by the client; no commissions
Main office
46 Railroad Avenue, Suite 201
Duxbury MA 02332
Advisors at this office
2
Most active in
Massachusetts · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert F
CFP®
Duxbury, MA
Florek Financial, LLC
Robert Florek is a CFP® professional with 22 years of industry experience. He has been with Florek Financial, LLC since 2009 and previously worked at Rinet Company, LLC from 2001 to 2009. In addition to his financial advisory role, he provides tax preparation services as a sole proprietor. Florek Financial, LLC offers customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm combines financial planning, investment management, and tax services, using both index and actively managed funds with a primarily long-term investment approach.
Paul F
Series 63, Series 65
Duxbury, MA
Florek Financial, LLC
Paul Furcinito is a financial advisor at Florek Financial, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Florek Financial since 2009. The firm serves individuals and high-net-worth clients with customized wealth and portfolio management, offering integrated financial planning, investment management, tax planning, and tax compliance. Florek Financial emphasizes a primarily long-term investment approach, utilizing both discretionary and non-discretionary management, and is notable for its accounting affiliation and substantial non-discretionary assets under management.
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