Financial Advising near Belmont, MA
17 locations found near Belmont
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Financial Advising
Financial Advising
10AM - 5:30PM
101 Federal St, Boston
Financial Advising
“Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!”
Financial Advising
“Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts. They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.”
Financial Advising
“Jeremy has been doing our taxes for the last 2 years and is the best. Extremely efficient and communicative. He goes way above and beyond what I was doing when I did it myself. Prior to this, EVERY YEAR we owed money and now Jeremy helped us get that fixed and update our deductions. He also provided some great clarity that the eventual target is a $0 refund and to have the exact right amount deducted. Cannot recommend enough!!!!”
Financial Advising
“I love the savings bank it has 2 locations in Wakefield one on Main Street in the center of town the other on North ave this 1 has a drive-through I prefer the drive-through it is always a very easy transaction The customer service is also amazing oh amazing as well I called you call the location on North ave because I habecause I had unauthorized authorized debits That needed to be recredited to my account everything was was set up for me and All I had to do was sign a piece of paper and the money was put back into my account I am very happy with this bank”
Financial Advising
“Here's a shout out to Michelle Borba. We signed up for membership/opened new acct last week. She provided exceptional customer service offering all we needed to know. She genuinely cared and went above and beyond to be sure we were well informed. Michelle is highly recommended and we feel that she's a very valuable asset to USAlliance. We have no doubt that anyone that has the pleasure of meeting with her will have the same experience.”
8:30AM - 5PM
200 Revere Beach Pkwy, Chelsea
Financial Advising
“"Mav" Rivera is simply phenomenal. If only every business had somebody like him front and center! He is pleasant and professional, kind and courteous, as well as super knowledgeable, and he proactively looks out for his customers' banking well-being with top-notch advice. If only Metro Credit Union had gotten feedback from this young man before rolling out their horrible new voicemail system a while ago! (It's cumbersome and counter-intuitive, impractical, and not user-friendly at all. I give the new voicemail system no stars...)Anyway, Mav is fantastic, and I congratulate MCU for hiring him., an excellent decision.”
Financial Advising
“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.”
Open 24 hours
942 Hyde Park Ave, Hyde Park
Financial Advising
“This location has always been really great with customers but I had the best experience with Aly Keita. If you stop by or plan to stop by this location I highly recommend that you request him. He was able to help me with everything in regards to my account (credit card, checking account and savings)which no one else at any other Bank of America branch could help me with. I visited several locations in New York and Boston but it wasn't till I was helped by him that I was able to fix my entire account. He is really well trained and definitely an expert. (Don't waste your time at other locations I would say if you can just go directly to him to not deal with the hassle or attitudes at other branches)”
Financial Advising
“I have been with this group for many, many years now. I work with Michael Fielding specifically. He and his support staff provide great attention to detail, thoughtful recommendations for investments by my family and me, and the confidentiality that is so very important these days. I highly recommend this firm!”
Financial Advising
“Maria Vasquez was excellent. Very professional and very pleasant. She help me and my boyfriend open a savings account for his daughter. She answered all our questions. We always have excellent service at Metro Credit Union.”
Financial Advising
“Tunc has been a superb advisor and support as I tried to navigate the US tax system as a 'resident alien'(!) over the past couple of years. He provided helpful and timely information, has been extremely responsive to queries (including long after the initial consultation), and above all has given me reassurance and peace of mind throughout the whole process, patiently explaining aspects of the filing system that I found incredibly hard to follow and get right. I am very grateful for his services, and would highly recommend Tunc to others”
Financial Advising
“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.”
Financial Advising
“Give me a break with these terrible reviews. I ha e never experienced any ill way with them and they are very easy to work with. Excellent customer skills. Shame on your reviews.”
8:30AM - 5PM
1071 Massachusetts Ave, Boston
Financial Advising
“Metro credit unioñ, has always been correct with my money ?? never experienced a bad thing with METRO CREDIT UNION. Cudos too METRO CREDIT UNION.... for there professional ism. To the public.”
Financial Advising
“We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.”