Financial Planners near Medford

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“My guy Jamie is real responsive and knowledgeable, and I've really asked a lot ofnquestions this year.“

“Rex has been a great financial advisor! He consistently demonstrates a deep understanding of my financial goals and provides tailored advice that aligns well with my needs. Rex is incredibly responsive and proactive in addressing any concerns or questions I have, and his transparency about risks is commendable, and is fairly priced. Overall, I highly recommend Rex for anyone seeking personalized financial guidance, and honest help“

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“Eric and his Team at BYH are fantastic. My husband and I have been working with BYH for several years now. This has been a great investment in out future and helping us align and stick to our financial goals.“

“Referred to him by a neighbor. My taxes were a mess, got the job done and so reasonably priced. So good I had to leave a review. His secretary is also great. Easy to get an appointment.“

“My family has moved all over the world for my work as an international development worker. Our small family of three holds four nationalities among us - as exciting as that sounds, it also involves a considerable amount of strategizing for all manner of housing, taxation and university choices. In the recognition that we consistently have financial questions and situations that are beyond what most run-of-the-mill financial planning firms are prepared to assist with, we struggled in finding a right fit in financial planners for our needs.Enter Rick Fingerman and his team who have been lifesavers on a consistent basis. Gone are the sleepless nights where I wondered how to find the answer for a legal, financial, tax or strategy question across various countries. I now have Rick and Andrew who consistently and patiently talk us through sooo many issues that expat families and/or female entrepreneurs face. We are ever so grateful for finding this dynamic team who are problem-solvers and help us to see issues from all angles. They helped us streamline our investments, give guidance on retirement options across a range of possible countries, counsel us on tax issues in the different countries where we have lived and are our consistent go-to with questions that arise. This firm is amazing - so grateful that we found them!“

“My wife and I (both TIAA clients) were treated very well by the receptionist (whose name we did not get) and the advisor (James) at the Cambridge TIAA office. We needed help with some paperwork and did not have an appointment. The receptionist helped us first by looking into possible appointments and then by checking with James that he had time to help us with a few questions. James was gracious to see us without an appointment. He was very professional and helpful, checking our paperwork and advising us on what additional steps were needed, including providing us with a Harvard phone number to get necessary information. All in all, we had a very good experience and our experience speaks well for both individuals as well as for the office as a whole.“

“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades. When we first met, Ousmane took substantial time to really get to know the intricacies of my financial situation. He helped me prioritize my short and long term goals and see what will be needed to arrive at various steps along the way. I also really appreciate how responsive he is, making himself available as needed for both the in-depth planning and the quick check-ins along the way. I also love that he is a family man, really down to earth, and a joy to be in conversation with. 5 stars***** and more for Ousmane and Timbuktu Capital Management!“

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“My mother was in Brighton house for 1 month. I would say that over all she received excellent care. The new Administrator always made herself available I believe her name is Deniscia Marks. She is creating a new atmosphere for the rehabilitation. One of the head nurses Linda in my opinion should be the nursing director. She, nurse Samantha, and one of the PCA’s went above and beyond to make sure my mother received the best care. Oh and I can’t forget about the admissions person. I can’t remember her name. She made me and me feel comfortable sending my mother there. Most everyone was on point. Of course there are a few bad apples especially the night crew and some of the PCA’s but over all it was an amazing experience. Ms. Marks if you see this message please keep on transforming this place. Your leads are the ones that I mentioned above. Thank you Brighton House!“

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“Joshua Miller, Esq, CFP, is Managing Director. He is a highly-educated advisor and is a man of deep integrity. He served as a guest speaker at an event of The New England Chapter of The American Academy of Attorney-CPAs. His expertise is an excellent reflection of the organization.“