Financial Consultants near Cambridge

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“Very helpful. Don't dump you as your funds decrease with age use. Love the McKinnon Group.“

“Aurora resolve my problem with IdealImages that didn't want to close my account, aurora listen to me and provide exceptional, timely manner customer service, sending them a dispute. thank you Aurora and PatientFi to listen and help to resolve the problem and communicate with me and email to informed me of the solution. Thank you/ Gracias por tu ayuda te lo agradezco“

“I dropped by today to seek assistance with my USCIS application, and the service I received was excellent. The individual assisting me was incredibly patient throughout the entire process, helping me address some issues in my application and successfully submit it. This service is a valuable resource for the Arabic community, as I discovered they offer a range of services, including job search assistance for newcomers to the United States, which is truly remarkable. I've been getting my taxes done at Safari every year, and their service is top all at a reasonable price. I definitely recommend them.“

“Mayflower advisors offers the best financial services in Boston! Shoutout Larry Glazer! Beautiful office too!“

“Mike has been super helpful setting up my account. He has been very personable and patient while exploring different options to diversify my portfolio. As a financially illiterate person, he gave me confidence in my plan going forward.“

“Paul is an instrumental leader in my Rotary group. His knowledge and inspiration lead us to great achievements.“

“Larry Sarner, who is an Enrolled IRS Agent, is a highly educated, highly professional tax and finance expert who has helped me out immeasurably in various ways: years ago, he successfully repositioned a zero growth retirement fund holding into a healthy, fast-growing investment through his expertise in and knowledge of investment instruments, and as well, he has been highly instrumental in providing me with taxation expertise through his meticulous handling of my yearly Federal and State income tax returns. In addition, Mr. Sarner has offered me sound advice and consultancy on health insurance issues. I highly endorse Larry Sarner for his entire portfolio of financial services.“