Financial Planners in Waltham picked by BestProsInTown
“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.”
“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!<br>Mr Alberto is a consummate professional and a pleasure to work with.<br>His vast knowledge, experience and expertise in the financial planning and related services helps me to trust him and value his services.<br>I highly recommend him for your financial advisor needs.”
