Financial Planners near Lexington
Financial Planners near Lexington picked by BestProsInTown
13 businesses
Boston Retirement Group
“I have been impressed by the professionalism and responsiveness of Boston Retirement Group. Tricia is an excellent communicator, always available to answer a question or respond to a concern. She has been so helpful with the transition to retirement, and guidance to achieving financial goals.”
Timbuktu Capital Management, LLC
“I am extremely grateful for the work my broker Ousmane has done managing my is investment. Even though my portfolio isn't large, he treats it with the same care and professionalism as any other. His dedication to constantly improving his knowledge and adopting to the ever-changing market has made a really difference for me. Thanks to his guidance, I have been able to enjoy opportunities like a traveling the world. I highly recommend his service..!”
Apex Wealth Group
“Guillermo Alberto is an award winning financial advisor that I have worked with for approximately 15 years. He recently found a new IRA product, advised me to learn more about it, the pros and cons of the services offered from this company. He was very knowledgeable about how the new company could benefit me and gave me plenty of time to learn and think about how the new account could be beneficial to me and eventually my beneficiaries after my death. Under the old account I thought I still had about three more years to wait to begin receiving payments from the investment. Under this new program I will receive payments sooner, a pleasant surprise!<br>Mr Alberto is a consummate professional and a pleasure to work with.<br>His vast knowledge, experience and expertise in the financial planning and related services helps me to trust him and value his services.<br>I highly recommend him for your financial advisor needs.”
Beacon Pointe Advisors
“I met Rick many years ago when I won a contest for a free finanacial plan-then hired him 8 years later to help me navigate a divorce with messy finances. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.”
Tunc Tanin
“I’m very impressed with the helpfulness and excellent service. I’m eagerly looking forward to receiving more financial advice from Tunc Tanin.”
Total Financial Freedom LLC
“They helped with one of my outstanding bills got it down or something reasonable.They charge a pretty good fee but what are you going to do you got to pay for service.”
Insight Financial Strategists LLC
“Working with Chris has brought clarity and focus to planning my financial future and my daughter's future. He has an amazing ability to explain complex financial concepts in simple, understandable terms.<br>What really impressed me was how he first focused on my personal goals, then built a strategy around what I actually want my life to look like. No cookie-cutter approaches - everything was tailored specifically for me. Now I have a clear action plan, and this gives me clarity and focus in making long-term financial decisions.<br>Chris is genuinely invested in his clients' success. He's patient, explains things clearly, and never makes you feel rushed. I wish I had found him a few years ago! If you're on the fence about getting professional financial help, don't hesitate - Chris is a true professional.”
LTG Capital, LLC
“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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