Financial Consultants near Brookline

Sarner Financial

87 Francis St #4, Brookline

Sun Closed

“Larry Sarner, who is an Enrolled IRS Agent, is a highly educated, highly professional tax and finance expert who has helped me out immeasurably in various ways: years ago, he successfully repositioned a zero growth retirement fund holding into a healthy, fast-growing investment through his expertise in and knowledge of investment instruments, and as well, he has been highly instrumental in providing me with taxation expertise through his meticulous handling of my yearly Federal and State income tax returns. In addition, Mr. Sarner has offered me sound advice and consultancy on health insurance issues. I highly endorse Larry Sarner for his entire portfolio of financial services.”

Fisher Financial Strategies

1292, 245 First St #1800, Cambridge

Sun Closed

SCS Financial

888 Boylston St, Boston

Safari Consulting "Taxes & Services"

106 Shirley Ave, Revere

Sun Closed

“The service was exceptional , he fixed two problems for me if you are there just ask for Abdelhadi. Thank you guys.”

Mayflower Advisors LLC

265 Franklin St #4, Boston

Sun Closed

“Mayflower advisors offers the best financial services in Boston! Shoutout Larry Glazer! Beautiful office too!”

Patient Financial Assistance Program at Boston Medical Center

840 Harrison Ave, Boston

Sun Open 24 hours

“Aurora resolve my problem with IdealImages that didn't want to close my account, aurora listen to me and provide exceptional, timely manner customer service, sending them a dispute. thank you Aurora and PatientFi to listen and help to resolve the problem and communicate with me and email to informed me of the solution. Thank you/ Gracias por tu ayuda te lo agradezco”

Edward Jones - Financial Advisor: Connor C MacIsaac

348 Washington St, Wellesley Hills

“Connor at Edward Jones in Wellesley has been terrific to deal with. He is always knowledgeable, quick to respond and generally a pleasure to work with. I trust his judgement with our assets, and the results have been exceptional. I have no hesitation recommending Connor and the Edward Jones team.”

Savanah Miles - Morgan Stanley

28 State St 26th Fl, Boston

Michael Mackintire of Janney Montgomery Scott LLC

60 State St Suite 1350, Boston

Sun Closed

“Mike has been super helpful setting up my account. He has been very personable and patient while exploring different options to diversify my portfolio. As a financially illiterate person, he gave me confidence in my plan going forward.”

Arlex Wealth Managment

485 Massachusetts Ave, Arlington

Sun Closed

“Paul is an instrumental leader in my Rotary group. His knowledge and inspiration lead us to great achievements.”

Winthrop Wealth

321 Columbus Ave 3rd Floor, Boston

Sun Closed

Morgan Stanley Financial Advisors

28 State St Fl, Boston

“Very helpful. Don't dump you as your funds decrease with age use. Love the McKinnon Group.”