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.“

“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.“

“Extremely reliable and fantastic to work with. Harriet, Jolie, and Mike are worth their weight in gold“

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

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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+!“