Financial Planners in 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.“

“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“

“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..“

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“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.“

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“My guy Jamie is real responsive and knowledgeable, and I've really asked a lot ofnquestions this year.“