Investing in Boston, MA
30 locations found near Boston
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“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.”
Investing
Open 24 hours
30 Rowes Wharf, Boston
Investing
“Nice ATM. Clean, works well, visible from the street for safety. One of 2 choices if you want to bank with JPM/Chase in Boston. No place to park or stand however, so walk, bike, take the T or bring a friend to wait in the car and hope for the best. The location is right between Starbucks and the BoA ATM with street access from Rowes Wharf”
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“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!”
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“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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“Ease of Use and Outstanding Financial Advisor! Fidelity’s mobile app and website are easy to navigate. Overview page is convenient when assessing my portfolio’s performance. Financial Advisor Trent Norman and his team are knowledgeable, thorough and ask questions to help me define my goals and achieve them. Thank you Fidelity!”
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“I opened my 1st account 2/2020 with the help of a staff person at 70 Franklin st in Boston and had a wonderful experience. He took the time to explain how the stock market works, etc. I was treated as if I had a major investment already. Really appreciated that!In following months, have made a few calls to get a trade placed or with an inquiry, and yes, sometimes there have been long waits, yet everytime I get an agent on the line, they have been extremely helpful and courteous. Every time! I have seen the negative comments here, and the entitled temper tantrums because of a long hold on the phone...it inspired me to share that the dozen or so calls that I have made have been 100% terrific.”
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“I have been a Fidelity customer for several years, and my experience with this investment company has been nothing short of exceptional. Fidelity has proven itself to be a reliable and trustworthy partner, offering a range of services and features that have greatly benefited my financial goals.One of the standout qualities of Fidelity is its robust and user-friendly platform. Whether I'm managing my investments, conducting research, or accessing account information, Fidelity's platform provides a seamless and intuitive experience. The tools and resources available have been invaluable in making informed investment decisions, empowering me to navigate the complexities of the financial markets with confidence.Furthermore, Fidelity's commitment to customer service is truly commendable. Their representatives have consistently demonstrated expertise, professionalism, and responsiveness. Whether I've had questions about my accounts, needed guidance on investment options, or required assistance with transactions, the Fidelity team has consistently gone above and beyond to provide prompt and helpful support.Fidelity's investment offerings are diverse and comprehensive, catering to a wide range of investment preferences and goals. From mutual funds and ETFs to retirement accounts and managed portfolios, Fidelity offers a broad array of investment options to suit different risk tolerances and objectives. Their emphasis on providing a holistic approach to financial planning has allowed me to build a well-rounded portfolio aligned with my long-term goals.Another noteworthy aspect of Fidelity is its commitment to education and research. The company offers an extensive range of educational resources, including articles, webinars, and market insights, which have been instrumental in expanding my financial knowledge and enhancing my investment strategies. Fidelity's dedication to empowering its customers with knowledge sets it apart from other investment firms.Lastly, Fidelity's fee structure is competitive and transparent. The company strives to keep costs low, offering a range of commission-free trades and competitive expense ratios on their funds. This commitment to affordability ensures that more of my investment returns stay in my pocket, allowing me to maximize my potential gains.In summary, Fidelity has consistently proven to be a trustworthy and reliable investment partner. With their user-friendly platform, exceptional customer service, diverse investment offerings, commitment to education, and competitive fees, Fidelity stands out as a top-notch investment company that genuinely cares about its customers' financial success. I wholeheartedly recommend Fidelity to anyone seeking a reliable and reputable investment partner.”
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“Max and John Osbon are true professionals and I would suggest anyone living in greater Boston and beyond in search of unbiased advice about their finances have a conversation with Osbon Capital.”
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