Financial Planners near Swampscott

““

“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.“

“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.“

““

““

“TQM Wealth Partners has been an exceptional partner in managing our financial goals. From the very first meeting, their team demonstrated a high level of professionalism, transparency, and genuine care for our long-term success. They took the time to understand our unique situation and provided a comprehensive, personalized plan that made us feel confident about our financial future.

Jordi, Marcel and Maja are knowledgeable, approachable, and always willing to explain things clearly, real advice that makes sense. What stands out most is their integrity and how they treat us like family, not just clients.

Highly recommend TQM to anyone looking for honest, forward-thinking wealth management with a personal touch.“

“We have had the pleasure of working with Scot with our clients and he has done a faboulus job. I'm an estate planning attorney and my clients appreciate his professionalism, his expertise, and his kindess. For my clients that are looking to retire he provides a roadmap and an ability to communicate that gives them a piece of mind. I highly recommend Scot Reynolds and his team.“

“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.“

““

“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!“

“I highly recommend Jerry Facey as your next financial adviser.One thing that stood out to me was how knowledgeable, Honest and down to earth he is. He really seem to care and understand my family's financial goals.“

““

““

““

““

““

““

““

““

““

““

““

““