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8:30AM - 5PM
160 Gould St # 212, Needham Heights9AM - 5PM
55 William St #100, Wellesley“Tom Greeley is a very down to earth knowledgeable guy who provided a great life insurance solution for me. Would highly recommend him“
8:30AM - 5PM
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.“
9AM - 6PM
134 Rumford Ave #203, Auburndale“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!“
“The team at LTG Capital is first rate. Excellent communication and follow through. They treat your money like it their own. Excellent planning and performance.“
“Jonathan was so helpful. I highly recommend him as he is friendly, and honest. He really goes out of his way to make sure you have a plan and feel confident about it.“
9AM - 6PM
29 Crafts St #500, Newton“I've been so fortunate to have received financial knowledge and advice from Chris Chen many times over the last 10 years. As a retired CPA and former Managing Partner of a major office of an international accounting firm, I've had experiences with many financial experts over my 40+ years career. Chris is clearly the best at his profession.Chris is smart, practical, personable and expert. And most important, he cares about his clients. When you meet with him, you know he is providing the best advice for your planning and circumstances using his financial skills, but also employing his exceptional wisdom on issues affecting you and your family in the coming years. Simply stated, he is a great professional and I recommend him highly.Ted Peluso, Arlington, MA“
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