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9AM - 7PM
444 Washington St, Woburn9AM - 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“
8:30AM - 5PM
100 Federal St 37th floor, Boston“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.“
8:30AM - 5PM
200 Summit Dr, Burlington“Pinnacle Private Wealth manages my father and mother in-law's modest account. The account is not lucrative for Pinnacle; they help simply because my in-laws have been with them for a very long time. Recently they had a problem with some credit-card debt and Pinnacle assisted them in getting out of the jam and they did it with no compensation for their firm. Sometimes the best way to judge a financial company is not what they do for people with a ton a money; what they do for people with little says even more.“
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“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.“