About Us

A Firm With Experience

Established in 1999, we have been serving clients with dedication and experience for over two decades. Originally located in Norwood, MA, we are now proud to call Canton, MA our home.

We recognize that the greatest value we can provide our clients is confidence in their financial future. We work diligently to create tailored strategies that align with their goals and aspirations. Our team of experienced professionals is committed to staying up-to-date with the latest industry trends and developments, confirming that we provide the most relevant and effective advice.

Why We Do What We Do

Why We Do What We Do

At Neponset Valley Financial Partners, our mission is clear: to provide exemplary advice and service that relieves our clients of financial stress. We understand that managing finances can be overwhelming, and our goal is to guide our clients through the complexities of the financial world.

Our firm is driven by the core values of competence, honesty, and empathy. We believe that these values are essential in building strong and lasting relationships with our clients. We strive to understand the unique challenges and concerns that our clients face throughout their lifetime, and we approach each situation with compassion and understanding.

A Look Into Our Process

As a client-centric firm, we prioritize open communication and transparency. We take the time to listen to our clients' needs, concerns, and aspirations. By understanding their individual circumstances, we are able to provide personalized strategies that are aligned with their unique financial goals.

Our process is built upon a thorough understanding of our clients' financial information, goals, and risk tolerance. Drawing from our insurance background, where fact-finding was extensive, we have developed the ability to cut to the chase quickly. This allows us to focus on the key aspects of your financial picture and efficiently develop tailored strategies that align with your objectives. We believe in a streamlined approach that maximizes effectiveness while respecting your time and priorities. Our goal is to provide you with clear and concise recommendations that address your financial needs, solidifying that you are on the path to achieving your goals with confidence.

Education In Our Newsletters

We believe in providing our clients with valuable insights and knowledge in the world of personal finance and financial planning. Because of how imperatively we view client education, we warmly invite you to explore our collection of informative newsletters, accessible right here on our website. Unlike canned content, our newsletters are carefully crafted by us, offering unique perspectives on a wide range of financial matters. By reading our past and current newsletters, you can stay up-to-date with the latest trends, strategies, and professional advice.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Clifford L. Caplan, CFP®, AIF®

Founder & President

781-762-6200

781-762-9284

cliff@nvfp.com

As the President and Founder of Neponset Valley Financial Partners, my responsibilities encompass a wide range of crucial aspects of a client's financial plan. I specialize in retirement income planning and risk management, striving to...

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Noralee Curtis

Office Manager

781-762-6200

781-762-9284

noralee@nvfp.com

I am the Office Manager at Neponset Valley Financial Partners, where I have been working for over 24 years. My role encompasses various responsibilities, including client correspondence, preparing reviews, and handling compliance...

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Christine Macdonald

Administrative Assistant

781-762-6200

781-762-9284

christine@nvfp.com

I am an Administrative Assistant at Neponset Valley Financial Partners, where I have been working for over 8 years. My responsibilities revolve around assimilating data for client reviews, contacting companies to expedite changes in...

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Our Extended Team of Professionals

Our affiliation with Commonwealth Financial Network® offers us access to teams of advanced planning specialists and retirement professionals to help us better serve your financial planning needs. Use the buttons below to learn more about our support teams.