Financial Advising near Chelsea, MA

“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!”

“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.”

“I am truly glad i have found John Angiolillo & Associates. I want to take a moment to sincerely thank him for the excellent work and given me guidance in making a smart decision on filing our business and personal taxes. His attention to detail, expertise, knowledge and professionalism made the entire process smooth and stress-free. I truly appreciate his dedication and hard work.
Thank you again for your outstanding service and I look forward to continuing your service in the future!
Highly Recommended! ? ? ? ? ?”

“I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.

JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.

If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.”

“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”

“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.”

“Thanks so much for helping me through all the years. I always have great experience with Kristen and her team. Having her help on taxes helping my life so much easier and relief the stress.”

“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”

“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!”

“I've been here for 3 generations now and this place is the easiest to get what I need done. The people are fast and quick to help and never feel pressured.”

“I been with this bank more the 18 yrs now really don't have any complaints they are exceptional as far is customer service goes you just gotta know the rights people s to talk too”

“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.”

“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)”

“The Branch Manager was very patient, helpful, professionally courteous and very generous with her time. Her ability to be calm and professional is something that I truly admire and it should be an inspiration for others. I feel like I have a family at Mass Ave. Branch ??”

“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.”

“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.”

“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.”

“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!”