“Heather martin has a way of making her clients feel at ease. Once they open the office for their clients it will be even better. I can not wait. For me 1 in 1 in person is the best.“
Closed today
101 Federal St #1900, Boston
Financial Planners
“My guy Jamie is real responsive and knowledgeable, and I've really asked a lot ofnquestions this year.“
Closed today
100 High St Suite 950, Boston
Financial Planners
“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“
Closed today
50 Milk St 16th floor, Boston
Financial Planners
“Eric and his Team at BYH are fantastic. My husband and I have been working with BYH for several years now. This has been a great investment in out future and helping us align and stick to our financial goals.“
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades. When we first met, Ousmane took substantial time to really get to know the intricacies of my financial situation. He helped me prioritize my short and long term goals and see what will be needed to arrive at various steps along the way. I also really appreciate how responsive he is, making himself available as needed for both the in-depth planning and the quick check-ins along the way. I also love that he is a family man, really down to earth, and a joy to be in conversation with. 5 stars***** and more for Ousmane and Timbuktu Capital Management!“
Closed today
134 Rumford Ave #203, Auburndale
Financial Planners
“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!“
“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.“
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