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BestProsInTown

Financial Planners near Newton

Financial Planners near Newton picked by BestProsInTown

17 businesses

Insight Financial Strategists LLC

Insight Financial Strategists LLC

29 Crafts St #420, Newton

Sat Closed

5.0 2 reviews

“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.
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.
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.”

McAdam Financial

McAdam Financial

101 Federal St #1900, Boston

Sat Closed

4.9 82 reviews

“I am very impressed with the knowledge and customer service of both sebastian dovi And kirsten buddington davis. They patiently take the time to explain my financial investments in detail and all options that would be beneficial to me. I love working with them and would recommend them highly.”

Claro Advisors

Claro Advisors

100 High St Suite 950, Boston

Sat Closed

5.0 24 reviews

“For Structured Notes, there's no place better. Most places dealing with Structured Notes won't even talk to you unless you have a couple million to throw at them. Not only will they work with you with relatively small starting amounts, Patrick's knowledge and advice is premium and that comes with very reasonable advisory fees. I spent many months trying to find someone to talk to about these products and Patrick is only person I've found that speaks the same language as me. There was one specific BNP note that I wanted to get into and no one would put the effort in to work with me, but Patrick did. If you have millions to throw around then there might be some Wall Street firms that are better, but I don't think so. I could not recommend Claro and Patrick more.”

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