Investing near Chelsea, MA

15 locations found near Chelsea

“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!”

3.4 Good18 Reviews

“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.”

3.2 Average144 Reviews

“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!!”

5 Superb33 Reviews

“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.”

5 Superb29 Reviews

“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.”

3.7 Good35 Reviews

“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.”

3.6 Good11 Reviews

“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.”

3.1 Average30 Reviews

“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.”

2.9 Average20 Reviews

“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.”

2.5 Average8 Reviews

“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!”

1.8 Poor42 Reviews

“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.”

2 Poor11 Reviews

“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.”

1.7 Poor18 Reviews