Financial Advising in Boston, MA
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9 locations found near Boston
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346 Commercial Street, Boston MA 02109
“JB has been great to work with giving us confidence in our investments and educating us along the way. He is an accurate and thoughtful communicator explaining the portfolio pluses and minuses every time we make adjustments.”
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101 Federal St, Boston MA 02110
“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!”
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127 Congress Street Fl 1, Boston MA 02110
“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.”
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62 Commercial Wharf, Boston MA 02110
“I don’t give praise lightly, but I unreservedly recommend Archer Bay and Terri Campbell as an investment advisor.Her training and background gives her a broad understanding of the geopolitical and economic issues that impact the markets. Terri brings big fund management skills to our portfolio.She is a serious data-hound with a passion for tracking relevant historical and current financial data.Terri understands the psychology of her clients, and that of the markets at large.Just as important is her clarity in explaining her deep understandings in a way that matches every sensibility.In planning ahead I have heard her say “…when a downturn comes, here’s what we should do… and here’s how that’s going to feel..”, preparing us not only for the action, but the emotion that will come with it. She has been spot-on every time.In response to a concern from the news cycle she will say something like: “I understand the concern, but let’s look at what happened in Japan in 1995 and here is why that’s relevant”. Giving us some basis in history for the situation at hand.As an engineer and CEO, I needed a spreadsheet model for retirement and developed one. When we first engaged with Archer Bay, Terri took the time to understand my spreadsheet and to tell me how I could make it more accurate rather than dismiss it and run her own models as other advisors have done.My wife's emotional relationship to investing demands a different approach, with acknowledgment and reassurance. Terri has a great skill here too. We have told other investment advisors that we would rather be getting a root-canal than reviewing our portfolio. Now, we look forward to our reviews with Terri.Finally, the value of our investments has grown more in the two years since engaging Archer Bay than it had in the prior decade. Without hidden fees and kickbacks that most advisors get from investment “products”, Archer Bay’s costs are clear and most reasonable.If you have the opportunity to work with Archer Bay, do so.Scott C. LewisChairman, CEO Roundtable”
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942 Hyde Park Ave, Hyde Park MA 02136
“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)”
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1071 Massachusetts Ave, Boston MA 02118
“I Very Rarely go into the Boston Branch of Metro Credit Union, but I wanted to make a cash deposit so I walked in. The customer service and the welcoming is everything! That’s why I stay with Metro Credit Union!”
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245 Summer Street, Boston MA 02210
“On 3/13/2026, I called & talked to ⭐️⭐️⭐️Madison⭐️⭐️⭐️over the phone at 12:17 PM central time, because I had a challenging issue that, for months, no one seemed to know what to do. Madison was patient, empathetic, and kind. Not only her volume was perfect throughout the call (I'm mentioning this because the call volume/clarity was an issue in the past with others), she used common sense, maneuvered uncertainty, and guided me perfectly. Although we stayed on the phone for 45 mins, because she was investigating and sorting things out for me, I didn't feel frustrated one bit. In the end, she was able to resolve the issue that no one else could. I appreciate her greatly. Thank you so much, Madison! Fidelity is very lucky to have you!?????”
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155 Congress Street, Boston MA 02110
“The employees here are The Good Samaritan amazing people. I had fallen after spraining my ankle at the crosswalk. They took me in & let me rested in the lobby and got me ice for my ankle and water & offered to help me get to work. Great work, thank you!!”
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