Financial Planners near Newton

“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.“

“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“

“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.“

“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.“

“Eric and the staff at Beyond Your Hammock are knowledgeable, personable, responsive and supportive. They are responsive to my needs and have shepherded my finances well. I recommend them highly.“

“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..!“

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“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!
Mr Alberto is a consummate professional and a pleasure to work with.
His vast knowledge, experience and expertise in the financial planning and related services helps me to trust him and value his services.
I highly recommend him for your financial advisor needs.“

“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.“

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

“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!“

“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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