Financial Planners near Woburn

“They helped with one of my outstanding bills got it down or something reasonable.They charge a pretty good fee but what are you going to do you got to pay for service.“

“We have been working with Ben Lucas from McAdam Financial for about a year. Ben is knowledgeable, patient and explains things in a way that we can understand the long-term impacts and make informed decisions about our future and our financial goals. We are highly satisfied with the service and expertise that Ben has shared with us“

“Eric wasn't our first financial partner but it feels like he'll be our last. Lots of people can invest for you, but Eric and his team are investors, guides and coaches. They are clear, serious about your money and human-first. They don't judge your choices or tell you what they should be. They help you identify them, and then help you stay on track. Lovely people with all the financial savviness you need.“

“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“

“Working with Ousmane has been outstanding and worth every penny. He gives personalized care, extreme attention to detail and tailors everything to the individual client and his/her goals and interests.. He caught numerous costly errors made by my last financial advisor within our first few meetings. My only regret is not starting with Ousmane sooner..“

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“Filing taxes can be overwhelming, but Tunc made it manageable by explaining things clearly and helping me get it done efficiently.“

“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!“

“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.“

“Boston Retirement Group is great! We were lucky enough to work with Tricia who is nothing short of amazing! She is extremely knowledgeable and took extra time to explain evey detail of our plan. I feel 100% confident trusting her with our investments. Thank you, Tricia!“

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

“Please read this before you add a review. This poor company has scammers claiming to be them and the 1 star reviews are from jerks who couldn't bother to take 5 mins out of their day to do a little research and have just decided to tank this company's reviews. I have had no personal dealings with this company, but I'm leaving this to bring their review up a bit. They are just as much a victim as all of us that are being harassed by the scammers that stole their name. It's unfair to tank their Google rating because you're frustrated with constant spam calls. Set your phone to dnd like a normal person and add people to your approved list that you still want to be able to get through to you. Be smarter than the scammers, please. Answering their calls also just makes it clear to them that you have an active #, fyi. It will only cause their calls to increase. Use your brain and do some research. Thank you for coming to my Ted talk.“

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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!“

“I have worked with Chris Chen for 5+ years. In the beginning, his financial expertise, his understanding of my complicated divorce, and his steady presence and trustworthiness were invaluable in helping me get through it.

Since then, Chris has become my financial advisor and retirement planner. His wise, sound, and timely guidance is always imbued with with respect and dry, lighthearted humor.

He has earned my deep trust, gratitude, and admiration -- as a financial advisor with decades of professional experience with confirmed competence (e.g. notable accolades from his professional community); as well as for being a deeply kind, generous, and reliable person.

In short, Chris Chen is a gem, as are the other financial professionals he recommends, hires, or mentors.

I reserve a rating of 5 stars for the exceptional exemplar. Chris deserves a 5+!“

“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.“

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“I highly recommend Jerry Facey as your next financial adviser.One thing that stood out to me was how knowledgeable, Honest and down to earth he is. He really seem to care and understand my family's financial goals.“