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9AM - 5PM
22 Mill St STE 303, Arlington9AM - 5PM
50 Milk St 16th floor, Boston“Eric wasn't our first financial partner but it feels like he'll be our last. Lots of people can invest for you, but Eric and his team are investors, guides and coaches. They are clear, serious about your money and human-first. They don't judge your choices or tell you what they should be. They help you identify them, and then help you stay on track. Lovely people with all the financial savviness you need.“
8AM - 6PM
100 High St Suite 950, Boston“Rex has been a great financial advisor! He consistently demonstrates a deep understanding of my financial goals and provides tailored advice that aligns well with my needs. Rex is incredibly responsive and proactive in addressing any concerns or questions I have, and his transparency about risks is commendable, and is fairly priced. Overall, I highly recommend Rex for anyone seeking personalized financial guidance, and honest help“
8AM - 6PM
800 Boylston St, Boston“Working with Ousmane has been outstanding and worth every penny. He gives personalized care, extreme attention to detail and tailors everything to the individual client and his/her goals and interests.. He caught numerous costly errors made by my last financial advisor within our first few meetings. My only regret is not starting with Ousmane sooner..“
9AM - 5PM
134 Rumford Ave #203, Auburndale“My family has moved all over the world for my work as an international development worker. Our small family of three holds four nationalities among us - as exciting as that sounds, it also involves a considerable amount of strategizing for all manner of housing, taxation and university choices. In the recognition that we consistently have financial questions and situations that are beyond what most run-of-the-mill financial planning firms are prepared to assist with, we struggled in finding a right fit in financial planners for our needs.Enter Rick Fingerman and his team who have been lifesavers on a consistent basis. Gone are the sleepless nights where I wondered how to find the answer for a legal, financial, tax or strategy question across various countries. I now have Rick and Andrew who consistently and patiently talk us through sooo many issues that expat families and/or female entrepreneurs face. We are ever so grateful for finding this dynamic team who are problem-solvers and help us to see issues from all angles. They helped us streamline our investments, give guidance on retirement options across a range of possible countries, counsel us on tax issues in the different countries where we have lived and are our consistent go-to with questions that arise. This firm is amazing - so grateful that we found them!“
8AM - 5PM
130 Turner St Building 3 Suite 620, Waltham“Boston Retirement Group is great! We were lucky enough to work with Tricia who is nothing short of amazing! She is extremely knowledgeable and took extra time to explain evey detail of our plan. I feel 100% confident trusting her with our investments. Thank you, Tricia!“
9AM - 5PM
653 E Broadway, Boston“Referred to him by a neighbor. My taxes were a mess, got the job done and so reasonably priced. So good I had to leave a review. His secretary is also great. Easy to get an appointment.“
“The team at LTG Capital is first rate. Excellent communication and follow through. They treat your money like it their own. Excellent planning and performance.“
9AM - 6PM
29 Crafts St #500, Newton“I have worked with Chris Chen for 5+ years. In the beginning, his financial expertise, his understanding of my complicated divorce, and his steady presence and trustworthiness were invaluable in helping me get through it.
Since then, Chris has become my financial advisor and retirement planner. His wise, sound, and timely guidance is always imbued with with respect and dry, lighthearted humor.
He has earned my deep trust, gratitude, and admiration -- as a financial advisor with decades of professional experience with confirmed competence (e.g. notable accolades from his professional community); as well as for being a deeply kind, generous, and reliable person.
In short, Chris Chen is a gem, as are the other financial professionals he recommends, hires, or mentors.
I reserve a rating of 5 stars for the exceptional exemplar. Chris deserves a 5+!“
8:30AM - 5PM
51 Sawyer Rd Suite 340, Waltham“Tom Loonie is very informative, efficient and professional. Highly recommend his services. Thanks for helping us and going above and beyond.“
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