Investing near Chelsea, MA

“This has been my bank for years. Proud member. Excellent customer service great benefits and very helpful when I have questions & in doubt. Big thanks to Wafaa the branch manager for always taking care of my banking needs & the rest of the staff.”

“I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.

JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.

If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.”

“I've been here for 3 generations now and this place is the easiest to get what I need done. The people are fast and quick to help and never feel pressured.”

“Maria Vasquez was excellent. Very professional and very pleasant. She help me and my boyfriend open a savings account for his daughter. She answered all our questions. We always have excellent service at Metro Credit Union.”

“Courtney was extremely helpful and patient with me. I’m new to investing and she took the time to answer all my questions and make sure I understood everything. She has a warm and pleasant personality. She is also well educated on investing and finance. This combination made it possible for her to help me without coming off cocky and annoying because she knows everything and I’m just learning. Highly recommend.”

“I went to Fidelity at Chestnut Hill to open a Roth IRA account. They forgot to scan my SSN card and I had to go back one more time (Hence 4* instead of 5*). Apart from that everyone was really polite and professional!”

“Ease of Use and Outstanding Financial Advisor! Fidelity’s mobile app and website are easy to navigate. Overview page is convenient when assessing my portfolio’s performance. Financial Advisor Trent Norman and his team are knowledgeable, thorough and ask questions to help me define my goals and achieve them. Thank you Fidelity!”

“I transferred my brokerage accounts to Schwab from UBS over 10 years ago and have no regrets. Schwab has many robust tools available for self directed investors to make informed investment decisions based on time horizon and risk tolerance. If I do have an occasional question, I find my rep. to be very helpful. If he's unavailable, I call the 800 number and they're equally as helpful. For those who need investment advice and frequent hand holding, there are other options available, but you'll have to pay a commission or a fee that's charged as a percentage of your assets. Schwab can even introduce you to such a firm as they would then get a cut of the fees. For those who are inclined to do it themselves, Schwab's fees and services are extremely competitive. In fact, they no longer charge a commission on most stock trades, offer many no load mutual funds with low expense ratios and offer a huge selection of ETF's with very low expense ratios. I even have a checking account there and get reimbursed by Schwab monthly for all ATM fees that I incur.”

“Nice ATM. Clean, works well, visible from the street for safety. One of 2 choices if you want to bank with JPM/Chase in Boston. No place to park or stand however, so walk, bike, take the T or bring a friend to wait in the car and hope for the best. The location is right between Starbucks and the BoA ATM with street access from Rowes Wharf”

“I have been a Fidelity customer for several years, and my experience with this investment company has been nothing short of exceptional. Fidelity has proven itself to be a reliable and trustworthy partner, offering a range of services and features that have greatly benefited my financial goals.One of the standout qualities of Fidelity is its robust and user-friendly platform. Whether I'm managing my investments, conducting research, or accessing account information, Fidelity's platform provides a seamless and intuitive experience. The tools and resources available have been invaluable in making informed investment decisions, empowering me to navigate the complexities of the financial markets with confidence.Furthermore, Fidelity's commitment to customer service is truly commendable. Their representatives have consistently demonstrated expertise, professionalism, and responsiveness. Whether I've had questions about my accounts, needed guidance on investment options, or required assistance with transactions, the Fidelity team has consistently gone above and beyond to provide prompt and helpful support.Fidelity's investment offerings are diverse and comprehensive, catering to a wide range of investment preferences and goals. From mutual funds and ETFs to retirement accounts and managed portfolios, Fidelity offers a broad array of investment options to suit different risk tolerances and objectives. Their emphasis on providing a holistic approach to financial planning has allowed me to build a well-rounded portfolio aligned with my long-term goals.Another noteworthy aspect of Fidelity is its commitment to education and research. The company offers an extensive range of educational resources, including articles, webinars, and market insights, which have been instrumental in expanding my financial knowledge and enhancing my investment strategies. Fidelity's dedication to empowering its customers with knowledge sets it apart from other investment firms.Lastly, Fidelity's fee structure is competitive and transparent. The company strives to keep costs low, offering a range of commission-free trades and competitive expense ratios on their funds. This commitment to affordability ensures that more of my investment returns stay in my pocket, allowing me to maximize my potential gains.In summary, Fidelity has consistently proven to be a trustworthy and reliable investment partner. With their user-friendly platform, exceptional customer service, diverse investment offerings, commitment to education, and competitive fees, Fidelity stands out as a top-notch investment company that genuinely cares about its customers' financial success. I wholeheartedly recommend Fidelity to anyone seeking a reliable and reputable investment partner.”