Financial Planners near Needham Heights

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“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!“

“Boston Retirement Group is great! We were lucky enough to work with Tricia who is nothing short of amazing! She is extremely knowledgeable and took extra time to explain evey detail of our plan. I feel 100% confident trusting her with our investments. Thank you, Tricia!“

“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+!“

“Tom Loonie is very informative, efficient and professional. Highly recommend his services. Thanks for helping us and going above and beyond.“

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“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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