Reviews for Boston Retirement Group

Write a review
  • May 2023

    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!

  • Apr 2023

    If you are looking for a financial planner who is knowledgeable, quick, friendly, honest and understands customer service Tricia Garner is your girl! Over the last few years she has assisted both my husband and me roll over my 401k and my husbands 403B into Fidelity IRA’s. She made the process effortless for us, as she worked her magic behind the scene. Customer Service is a priority to me, and Trish and her assistant Jackie are very responsive and kept us in the loop throughout the process Thank you both for all of your help ! I can’t recommend Tricia enough!!

From Boston Retirement Group

Combined, we have over 35 years of experience in the financial services industry. We have assembled a highly professional team with vast knowledge and competency. The entire team works in unison to improve the client experience. The Boston Retirement Group makes “planning with purpose” the focus of all client engagements.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Boston Retirement Group

130 Turner St Building 3 Suite 620, Waltham

Directions Call Website Suggest an Edit