Financial Planners near Newton

Financial Planners near Newton picked by BestProsInTown

“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“

0 Na0 Reviews

“We started using McAdam Financial 2 years ago and are happy with the personal, customized, comprehensive service. We have investments set up and can ask any question ranging from college and retirement planning to how to get a will drawn up. Outstanding people.“

5 Superb32 Reviews

“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“

5 Superb20 Reviews

“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.“

5 Superb12 Reviews

“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.“

5 Superb1 Reviews

“Tom Greeley is a very down to earth knowledgeable guy who provided a great life insurance solution for me. Would highly recommend him“

5 Superb1 Reviews

“Tom Loonie is very informative, efficient and professional. Highly recommend his services. Thanks for helping us and going above and beyond.“

5 Superb1 Reviews

“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!“

5 Superb1 Reviews

“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!“

5 Superb1 Reviews

“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.“

0 Na0 Reviews

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