Financial Advising near Dedham, MA
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22 locations found near Dedham
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9 Stop River Road, Norfolk MA 02056
“Kate at By the Book has been amazing to work with. She is knowledgeable, professional, and always takes the time to explain everything clearly. Her attention to detail and dedication give me confidence that my business is in good hands. If you’re looking for someone reliable for bookkeeping and financial organization, I highly recommend Kate and the team at By the Book. Thank you for your outstanding service!”
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160 Gould St #310, Needham MA 02494
“My experience with Richard Belofsky at The Bulfinch Group was seamless. I engaged Richard for an employee insurance policy. He and his team followed up on every open item and made the process enjoyable.”
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4238 Washington Street Ste 311, Boston MA 02131
“I feel very confident in the advice I receive from Balanced Rock. Working with Laura has been reassuring and helpful as I’ve gotten my finances in order. She’s knowledgeable, responsive, and easy to work with.”
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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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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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14 Page Terrace, Stoughton MA 02072
“I entrust my heart not just my personal business, because this agency is almost like family. I appreciate my experience with them. I will continue as long as I am here on earth. They have also increased my comfort level and knowing that everything is gonna be done right and on time”
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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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45 Prospect St 5th floor, Cambridge MA 02139
“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”
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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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25 Braintree Hill Office Pk #200, Braintree MA 02184
“Mike & TGA Capital Management have been wonderful. We have been with them for 15 years and they have been responsive to the market and all our questions. Highly recommend!”
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1600 Boston Providence Hwy Ste 121, Walpole MA 02081
“I could not ask for a more trustworthy financial advisor than Holly. Working together we have seen my assets grow, and allow me to live a comfortable and secure retirement. She and her office administrator, Kathy Baxter engage me as the individual I am.”
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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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1Walpole Street Suite 1, Norwood MA 02062
“I have been using M V Berardi & Associates for a number of years for preparation of my families federal & state tax returns! I can not say enough about the service and ease of getting things done! I know there are many different ways to file taxes these days but there is nothing like having somebody with tax law knowledge working for you!”
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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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175 Highland Ave, Needham MA 02494
“I’ve been using Mr. Crowley as my advisor for over 10 years. I always value his judgement and expertise on the risk and reward for all decisions. He’s a trusted advisor and I’d recommend him to any seeking advice.”
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1262 Boylston Street Fl 1, Chestnut Hill 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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97 Mount Auburn St 2nd Floor, Cambridge MA 02138
“With helpful guidance from Jason Bertsch, my superb TIAA financial advisor at the Cambridge office, I have been able to put together a retirement plan that feels as sound and secure as I could ask for during these fraught times. Especially if you are younger and reading this, the time to start building your nest egg is now, even if what you can afford to save & invest seems like a pittance. TIAA is a terrific base for doing so.”
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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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