Financial Advising near Melrose, MA
30 locations found near Melrose
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Financial Advising
Financial Advising
“Jeremy has been doing our taxes for the last 2 years and is the best. Extremely efficient and communicative. He goes way above and beyond what I was doing when I did it myself. Prior to this, EVERY YEAR we owed money and now Jeremy helped us get that fixed and update our deductions. He also provided some great clarity that the eventual target is a $0 refund and to have the exact right amount deducted. Cannot recommend enough!!!!”
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”
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.”
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
“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
“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.”
10AM - 5:30PM
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
“Tunc has been a superb advisor and support as I tried to navigate the US tax system as a 'resident alien'(!) over the past couple of years. He provided helpful and timely information, has been extremely responsive to queries (including long after the initial consultation), and above all has given me reassurance and peace of mind throughout the whole process, patiently explaining aspects of the filing system that I found incredibly hard to follow and get right. I am very grateful for his services, and would highly recommend Tunc to others”
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
“Banking with a private bank is an experience I never thought I would be able to experience. I joke and say that I'm a 1% of the bank... the bottom 1% They don't have a ton of branches, but I think what they save on real estate they use it for fees (or lack there of). Have used my card domestically and internationally and had all of the fees reimbursed. I have occasionally needed a bank check and was not charged a fee. You can park at the lot right down the street and they reimburse you. There are usually cookies waiting for customers and if you end up there in a rainstorm and don't have an umbrella, they have you.”
Financial Advising
“I’ve been using Mr. Crowley as my advisor for over 10 years. I always value his judgement and expertise on the risk and reward for all decisions. He’s a trusted advisor and I’d recommend him to any seeking advice.”
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
Financial Advising
Financial Advising
“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.”
8:30AM - 6PM
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.”
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 - 5PM
200 Market St, Lynnfield
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
“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
“John, is great he takes his time asking a bunch of questions that I would have never thought of. I'll admit I use to file my taxes myself then used software. After meeting with him I regret not going sooner. He makes the process easy and also explained to me how to maximize my savings. Highly recommend you give them a call!”
8:30AM - 5PM
245 Summer Street, Boston
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!”
9:00 AM - 5:00 PM
185 Centre St, Danvers
Financial Advising
Financial Advising
9AM - 4:30PM
445 Main St, Woburn
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.”