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8:30AM - 5PM
105 Chestnut St #37, Needham9AM - 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“
9AM - 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“
“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.“
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