Investing near Auburndale, MA

30 locations found near Auburndale
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First Republic Bank Investing

“Banking with a private bank is an experience I never thought I would be able to experience. I joke and say that I'm a 1% of the bank... the bottom 1% They don't have a ton of branches, but I think what they save on real estate they use it for fees (or lack there of). Have used my card domestically and internationally and had all of the fees reimbursed. I have occasionally needed a bank check and was not charged a fee. You can park at the lot right down the street and they reimburse you. There are usually cookies waiting for customers and if you end up there in a rainstorm and don't have an umbrella, they have you.”

4.3 Superb7 Reviews
First Republic Bank Investing

“This past week I had the pleasure of working with Blake Groves to close a CD and have the proceeds sent to me. This decision was made to prepare for an upcoming surgury and any unexpected bills I might have.First Republic still has two CDs of mine and I will be adding to them when I recover and get back to normal.Blake provided me with outstanding service in every way. He understood my situaiton completely, and sent the check immediately via UPS. I got it the next day after communicating with him!I hope to keep him as my banker in the future and I look forward to working with him and the other people at his bank.A+ all the way!”

5 Superb2 Reviews
Edward Jones - Financial Advisor: Paul W Lam, AAMS™ Investing

“My financial plans for retirement were nonexistent. Connor broke down my earnings/spendings and put me on a plan that will set me up for where I want to be. He helped me realize how important it is to start early and have your money working for you. Great guy great advisor!”

5 Superb1 Reviews
Charles Schwab Investing

“I transferred my brokerage accounts to Schwab from UBS over 10 years ago and have no regrets. Schwab has many robust tools available for self directed investors to make informed investment decisions based on time horizon and risk tolerance. If I do have an occasional question, I find my rep. to be very helpful. If he's unavailable, I call the 800 number and they're equally as helpful. For those who need investment advice and frequent hand holding, there are other options available, but you'll have to pay a commission or a fee that's charged as a percentage of your assets. Schwab can even introduce you to such a firm as they would then get a cut of the fees. For those who are inclined to do it themselves, Schwab's fees and services are extremely competitive. In fact, they no longer charge a commission on most stock trades, offer many no load mutual funds with low expense ratios and offer a huge selection of ETF's with very low expense ratios. I even have a checking account there and get reimbursed by Schwab monthly for all ATM fees that I incur.”

2.8 Average18 Reviews
Fidelity Investor Center in Chestnut Hill Investing

“I went to Fidelity at Chestnut Hill to open a Roth IRA account. They forgot to scan my SSN card and I had to go back one more time (Hence 4* instead of 5*). Apart from that everyone was really polite and professional!”

2.3 Poor3 Reviews
Balanced Rock Investment Advisors Investing

“Such incredibly thorough professionals. The fact that one can actually have a real conversation about how your values inform your investing is incredibly refreshing. The staff is very easy to work with, no high pressure, and the support is excellent! Highly recommended.”

0 Na0 Reviews

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  1. Auburndale, Massachusetts