Financial Planners in Waltham

“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.“

“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!“

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