Financial Planners near Mattapan

“very accommodating, bilingual in many languages, despite the trouble going on back home, I was able to send my package to my love ones. They have been here for many years serving as many needs the Haitian community may require. If you need Western Union, DHL, BOSS or cargo this is the place to be.“

“We have been working with Ben Lucas from McAdam Financial for about a year. Ben is knowledgeable, patient and explains things in a way that we can understand the long-term impacts and make informed decisions about our future and our financial goals. We are highly satisfied with the service and expertise that Ben has shared with us“

“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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“Filing taxes can be overwhelming, but Tunc made it manageable by explaining things clearly and helping me get it done efficiently.“

“My wife and I have used Paul Marino for over 25 years. He has integrity, smarts, and is always available if we have questions. He has great support staff and has helped us to feel secure in our investments.“

“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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“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+!“

“Please read this before you add a review. This poor company has scammers claiming to be them and the 1 star reviews are from jerks who couldn't bother to take 5 mins out of their day to do a little research and have just decided to tank this company's reviews. I have had no personal dealings with this company, but I'm leaving this to bring their review up a bit. They are just as much a victim as all of us that are being harassed by the scammers that stole their name. It's unfair to tank their Google rating because you're frustrated with constant spam calls. Set your phone to dnd like a normal person and add people to your approved list that you still want to be able to get through to you. Be smarter than the scammers, please. Answering their calls also just makes it clear to them that you have an active #, fyi. It will only cause their calls to increase. Use your brain and do some research. Thank you for coming to my Ted talk.“

“My mother was in Brighton house for 1 month. I would say that over all she received excellent care. The new Administrator always made herself available I believe her name is Deniscia Marks. She is creating a new atmosphere for the rehabilitation. One of the head nurses Linda in my opinion should be the nursing director. She, nurse Samantha, and one of the PCA’s went above and beyond to make sure my mother received the best care. Oh and I can’t forget about the admissions person. I can’t remember her name. She made me and me feel comfortable sending my mother there. Most everyone was on point. Of course there are a few bad apples especially the night crew and some of the PCA’s but over all it was an amazing experience. Ms. Marks if you see this message please keep on transforming this place. Your leads are the ones that I mentioned above. Thank you Brighton House!“

“Living in TGA’s unit was a joy. So nice to be treated well and fairly by the property managers.“

“I highly recommend Jerry Facey as your next financial adviser.One thing that stood out to me was how knowledgeable, Honest and down to earth he is. He really seem to care and understand my family's financial goals.“