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Closed today
200 Summit Dr, BurlingtonClosed today
130 Turner St Building 3 Suite 620, Waltham“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!“
Closed today
45 Windkist Farm Rd, North Andover“I have been working with Quentara at Powwow, LLC for a while now. She is extremely knowledgeable and truly committed to helping people understand and realize their financial potential. I was overwhelmed by the enormous amounts of information needed to navigate what I thought was relatively basic personal finance, but it's a full time job! I definitely needed guidance. To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.) and develops a customized plan designed to fit YOUR goals and needs. And it's not some cookie cutter, one plan fits all, here ya go, see ya later gimic. It's the real deal. As my life has changed, so has the plan. One of the best things to happen in my life, has been establishing a relationship with Quentara at Powwow, LLC. Highly recommend Powwow, LLC.“
Closed today
51 Sawyer Rd Suite 340, Waltham“Tom Loonie is very informative, efficient and professional. Highly recommend his services. Thanks for helping us and going above and beyond.“
“Heather martin has a way of making her clients feel at ease. Once they open the office for their clients it will be even better. I can not wait. For me 1 in 1 in person is the best.“
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“Pinnacle Private Wealth manages my father and mother in-law's modest account. The account is not lucrative for Pinnacle; they help simply because my in-laws have been with them for a very long time. Recently they had a problem with some credit-card debt and Pinnacle assisted them in getting out of the jam and they did it with no compensation for their firm. Sometimes the best way to judge a financial company is not what they do for people with a ton a money; what they do for people with little says even more.“