Financial Planners near Swampscott
Financial Planners near Swampscott picked by BestProsInTown
26 businesses
McAdam Financial
“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”
Claro Advisors
“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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