Financial Advising near Lynnfield, MA
27 locations found near Lynnfield
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Financial Advising
Financial Advising
Financial Advising
“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”
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
“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.”
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!”
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.”
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
“Outstanding Service - Just wonderful people to deal with. I called today (September 7th, 2023) and they took the time Out of their day to answer a few questions for me - I wouldn't Hesitate to offer a recommendation for this firm - they are Outstanding. Thank you so much for your professional service.”
Financial Advising
“I have been working with Quentara at Powwow, LLC for a while now. She is extremely knowledgeable and truly committed to helping people understand and realize their financial potential. I was overwhelmed by the enormous amounts of information needed to navigate what I thought was relatively basic personal finance, but it's a full time job! I definitely needed guidance. To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.) and develops a customized plan designed to fit YOUR goals and needs. And it's not some cookie cutter, one plan fits all, here ya go, see ya later gimic. It's the real deal. As my life has changed, so has the plan. One of the best things to happen in my life, has been establishing a relationship with Quentara at Powwow, LLC. Highly recommend Powwow, LLC.”
Financial Advising
“Caleb is a great CFP to work with! He helped me set up life insurance policies for my 3 daughters and has provided me with guidance on investing for my families future. After meeting in person, he has kept in constant contact with general information in the market as well specific info pertaining to my situation.I just turned 41 yrs old and I feel like a real adult knowing I'm securing a future for my little ones :) Thanks Caleb and Co.!”
Financial Advising
Financial Advising
“Best place for accounting and taxes. The staff are great, they understand your situation and they help with everything they can and can't do. My business is in good hands ! I recommend this place!!”
Financial Advising
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
“"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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Kevin Flaherty of TIAA CREF in Andover is a complete rock star! My wife is the college professor. For years, we blindly trusted in this organization. We reached out earlier this year and were matched with Kevin. He has been tremendously helpful working with us to understand our retirement needs and dreams. I was impressed with his demeanor and attitude toward us during our initial meeting and with his preparation for presentation of recommendations. We look forward to continued good advice from Kevin and his team at TIAA CREF!”
Financial Advising
“I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone”