Financial Advising near Lynn, MA
30 locations found near Lynn
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Financial Advising
Financial Advising
Financial Advising
“John Angiolillo / Angiolillo & Associates has been my accountant for my personal & business affairs for 25 plus years - John has always been extremely trustworthy and 100% focused on providing me with the best services & advice to help me with my accounting needs - John always gives his full & complete attention to ALL my accounting questions & problems, etcJohn's advice is always very thoughtfully & spot-on targetI always highly recommend John & Angiolillo Associates to all my family & friends!!”
Financial Advising
Financial Advising
“We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.”
Financial Advising
“Thanks so much for helping me through all the years. I always have great experience with Kristen and her team. Having her help on taxes helping my life so much easier and relief the stress.”
12 - 5PM
101 Federal St, Boston
Financial Advising
“Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!”
Financial Advising
“Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts. They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.”
Financial Advising
“Here's a shout out to Michelle Borba. We signed up for membership/opened new acct last week. She provided exceptional customer service offering all we needed to know. She genuinely cared and went above and beyond to be sure we were well informed. Michelle is highly recommended and we feel that she's a very valuable asset to USAlliance. We have no doubt that anyone that has the pleasure of meeting with her will have the same experience.”
8:30AM - 1PM
200 Revere Beach Pkwy, Chelsea
Financial Advising
“"Mav" Rivera is simply phenomenal. If only every business had somebody like him front and center! He is pleasant and professional, kind and courteous, as well as super knowledgeable, and he proactively looks out for his customers' banking well-being with top-notch advice. If only Metro Credit Union had gotten feedback from this young man before rolling out their horrible new voicemail system a while ago! (It's cumbersome and counter-intuitive, impractical, and not user-friendly at all. I give the new voicemail system no stars...)Anyway, Mav is fantastic, and I congratulate MCU for hiring him., an excellent decision.”
8:30AM - 12PM
599 North Ave, Wakefield
Financial Advising
“I love the savings bank it has 2 locations in Wakefield one on Main Street in the center of town the other on North ave this 1 has a drive-through I prefer the drive-through it is always a very easy transaction The customer service is also amazing oh amazing as well I called you call the location on North ave because I habecause I had unauthorized authorized debits That needed to be recredited to my account everything was was set up for me and All I had to do was sign a piece of paper and the money was put back into my account I am very happy with this bank”
Financial Advising
“Pam and her team are wonderful. Very responsive to questions that I had. It was very refreshing to deal with a CPA firm that was accessible and actually gets back to you. That are awesome.”
Financial Advising
“I have been with this group for many, many years now. I work with Michael Fielding specifically. He and his support staff provide great attention to detail, thoughtful recommendations for investments by my family and me, and the confidentiality that is so very important these days. I highly recommend this firm!”
Financial Advising
“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.”
Financial Advising
Financial Advising
“I don’t give praise lightly, but I unreservedly recommend Archer Bay and Terri Campbell as an investment advisor.Her training and background gives her a broad understanding of the geopolitical and economic issues that impact the markets. Terri brings big fund management skills to our portfolio.She is a serious data-hound with a passion for tracking relevant historical and current financial data.Terri understands the psychology of her clients, and that of the markets at large.Just as important is her clarity in explaining her deep understandings in a way that matches every sensibility.In planning ahead I have heard her say “…when a downturn comes, here’s what we should do… and here’s how that’s going to feel..”, preparing us not only for the action, but the emotion that will come with it. She has been spot-on every time.In response to a concern from the news cycle she will say something like: “I understand the concern, but let’s look at what happened in Japan in 1995 and here is why that’s relevant”. Giving us some basis in history for the situation at hand.As an engineer and CEO, I needed a spreadsheet model for retirement and developed one. When we first engaged with Archer Bay, Terri took the time to understand my spreadsheet and to tell me how I could make it more accurate rather than dismiss it and run her own models as other advisors have done.My wife's emotional relationship to investing demands a different approach, with acknowledgment and reassurance. Terri has a great skill here too. We have told other investment advisors that we would rather be getting a root-canal than reviewing our portfolio. Now, we look forward to our reviews with Terri.Finally, the value of our investments has grown more in the two years since engaging Archer Bay than it had in the prior decade. Without hidden fees and kickbacks that most advisors get from investment “products”, Archer Bay’s costs are clear and most reasonable.If you have the opportunity to work with Archer Bay, do so.Scott C. LewisChairman, CEO Roundtable”
Financial Advising
Financial Advising
“Give me a break with these terrible reviews. I ha e never experienced any ill way with them and they are very easy to work with. Excellent customer skills. Shame on your reviews.”
8:30AM - 1PM
1071 Massachusetts Ave, Boston
Financial Advising
“Metro credit unioñ, has always been correct with my money ?? never experienced a bad thing with METRO CREDIT UNION. Cudos too METRO CREDIT UNION.... for there professional ism. To the public.”
Financial Advising
Financial Advising
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
Financial Advising
8:30AM - 12PM
6 Washington St, North Reading
Financial Advising
Financial Advising
Financial Advising
30
Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services, LLC - 60 State St Ste 2100
Closed
60 State St Ste 2100, Boston
Financial Advising
“Assistant Branch Manager Karen is so delightful. She is always attentive and very helpful. I always have a great experience when I visit the branch. I get happy when I see her because I know I will get the upmost Customer Service!”