Financial Advising in Framingham, MA

“I have literally never had a bad experience with Schwab, but all my interactions thus far have been via phone or via the internet. Today was my first time going into a physical branch and I was pleased to find this experience as pleasant, informative, and easy as all my previous interactions with Schwab. I stopped by the Framingham branch to deal with an IRA transfer. I met with Thomas E. and he was extremely friendly and helpful. He promptly dealt with my IRA transfer, gave me some ideas to think about for the account, and provided me with contact information for the investor development team at Schwab, to whom I intend to reach out. To everyone at Charles Schwab: thanks for being the best and thank you Thomas for upholding the standard I have come to appreciate from my favorite brokerage.”

“I have been using Whitney & Gore for approximately 10 years at first for my business, then personally also. They are great. I can't imagine how many times I call them during the year with questions, and they are always helpful. I love them.”

“Outstanding service. I was amazed how quickly they could turn the taxes around. You can tell they are very knowledgeable; they spotted a huge error that our previous tax accountant made that cost us a lot of money. I was shocked on how reasonable the prices were. They work great under pressure and on the ball. Our office has dealt with many accountants over 19 years and O'Brien's Tax service by far is the best we have come across. My only regret is I wished I found them sooner.”