Investing near Brookline, MA
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16 locations found near Brookline
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1262 Boylston St Floor 1, Brookline MA 02467
“I went there to start an estate case as my father just passed and he has multiple accounts with them. Rodney could not have been more compassionate and sweet. He really cared and took the extra time to make sure I had everything I needed. I see so many cranky reviews and I assume only the angry take the time to complain so he deserves a shout out.”
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4238 Washington St Ste 311, Roslindale MA 02131
“I have worked with Balanced Rock for years and have always found them to be responsive to my changing financial needs, and supportive of my investment goals. It's been a pleasure to work with Dan Flannery and his entire team!!”
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346 Commercial Street, Boston MA 02109
“I’ve been working with JB for several years now, and I couldn’t be more grateful for the guidance and support I’ve received. From the beginning, he took the time to understand my financial goals and created a clear, realistic plan to help me reach them. Over the years, he has helped me stay on track, make smart decisions, and feel confident about my financial future. His professionalism, honesty, and consistent communication makes him stand out. I always feel like my best interests come first, and any questions or concerns I have are answered thoughtfully and quickly. Thanks to his expertise, I’m closer than ever to achieving my long-term goals. I highly recommend JB to anyone looking for a knowledgeable and trustworthy financial advisor.”
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189 Wells Ave 3rd floor, Newton MA 02459
“Sam and his entire team are great people. Their office is warm and comfortable, as are their personalities. I've not known a more proficient group of people in this entire financial industry, anywhere. I'd give them six stars but Google won't let me.”
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85 Wells Ave Suite 109, Newton MA 02459
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200 Revere Beach Pkwy, Chelsea MA 02150
“This has been my bank for years. Proud member. Excellent customer service great benefits and very helpful when I have questions & in doubt. Big thanks to Wafaa the branch manager for always taking care of my banking needs & the rest of the staff.”
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200 Technology Square Suite 101, Cambridge MA 02139
“I met with Nick, who was incredibly resourceful in guiding me through the financial planning process. He patiently explained the various investment options in a manner that was easy for me to comprehend.”
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108 Main St, Melrose MA 02176
“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.”
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365 Broadway, Chelsea MA 02150
“Two weeks ago, my checking account was compromised, and I had to take a trip from Springfield to the nearest branch in Framingham. There, I met Mr. Cyr and Nana. Mr. Cyr was incredibly helpful, friendly, and kind throughout the process. I realized that I’ve been banking with Metro for nearly 20 years, and I wouldn’t change a thing! I truly appreciate all the assistance you provided in restoring my account. A big thanks to the fraud department as well, where it all began. Thank you!”
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220 Boylston St Suite C115, Chestnut Hill MA 02467
“I went in for help with accessing my accounts in order to purchase my first home. Jack Desantis, an investment consultant there, was EXTREMELY helpful, patient, and knowledgable. He knew a lot of information and even when he didn't, he knew exactly who to call to get us the info. His expertise was instrumental in helping me come up with a game plan and now I feel very well-equipped to access my money in a strategic way to help my accomplish this milestone. This is exactly why I chose Fidelity to handle my finances. I am very happy. Highly recommend.”
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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 St, 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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127 Congress St Floor 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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101 Arch St #2020, Boston MA 02110
