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BestProsInTown

Financial Planners near Woburn

Financial Planners near Woburn picked by BestProsInTown

24 businesses

Total Financial Freedom LLC

Total Financial Freedom LLC

444 Washington St, Woburn

Fri 9AM - 3:30PM

4.7 3 reviews

“They helped with one of my outstanding bills got it down or something reasonable.They charge a pretty good fee but what are you going to do you got to pay for service.”

McAdam Financial

McAdam Financial

101 Federal St #1900, Boston

Fri 9AM - 5PM

4.9 82 reviews

“I am very impressed with the knowledge and customer service of both sebastian dovi And kirsten buddington davis. They patiently take the time to explain my financial investments in detail and all options that would be beneficial to me. I love working with them and would recommend them highly.”

Claro Advisors

Claro Advisors

100 High St Suite 950, Boston

Fri 8AM - 6PM

5.0 24 reviews

“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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