Investing in Hingham, MA

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“I found Gary through the BOA website when I tried to open a Preferred Options acct. My financial advisor is Gary Peirce. Gary and his assistant, Sandra Cross are exceptional. I highly recommend him for wealth management services. He is responsive, knowledgeable and would treat a multi-millionaire client the same as someone who has 150k to invest.Gary helped me open a SEP IRA for my business, consolidated all my 401k/IRA accts to ML, opened a high yield money market acct called Preferred Options that allows you to take money out as needed it pays over 5% interest if you maintain a balance of $100k, connected me to the business banking specialist . He helped diversify my portfolio and also explains each type of investment to you. They charge a standard and reasonable 1% fee.Merrill Lynch has a great app/web platform that allows you to upload documents, sign required documents, and message your advisor securely. When I message Gary or Sandra, they typically respond within 1-2 business days. Gary also provides you with his direct office number.”

3.5 Good2 Reviews

“I've been with Fidelity for years and have no complaints. I use the online trading courses and use options to increase income.I would recommend them highly..”

2.8 Average4 Reviews

“Am I going to manage my ETF account when Charles temporarily closed horse tours for being temporary closed but fidelity consults Dave Ramsey consults so you can wait for Charles Schwab to open or find other options good luck stay financially healthy in 2020”

2.7 Average3 Reviews

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