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Reviews for MA Private Wealth, Financial Advisors

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  • May 2023

    Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.

  • May 2023

    The client service team and my advisor are professional, effective, efficient, friendly, and always informative and educational. In all of the years I have been with MA Private Wealth, my portfolio performance has pleased me in all types of markets.

  • May 2023

    My advisor is always honest. Doesn’t sugarcoat things. So glad to have someone we trust as a vital member of our "family" team. Someone we can turn to when in need of financial advice for big or small issues.

  • MA Private Wealth, Financial Advisors

    1355 A San Carlos Ave, San Carlos

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