Financial Advising near Lynn, MA

15 locations found near Lynn

“Kevin Rodriguez should be commended for going above and beyond helping me and my wife out today with a serious breach of my checking account. He explained the process and lead us step by step in rectifying the problem and his suggestions of new accounts was perfect and we followed suit and opened up two new accounts. He should be recognized by the Metro leadership team for exemplary customer service. Thank You Kevin!!! Longtime union member for over 40 years!!!”

4 Good47 Reviews

“I have been using these people for 30 years ! They have always gone above and beyond what is needed to get the job done in a timely and efficient manner. They have Always been able to communicate with the federal and state authorities when needed for taxes and general procedure. I recommend this company to anybody who needs a competent ,honest and hard-working partnership in business and personal accounting services.”

5 Superb31 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 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”

5 Superb15 Reviews

“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.”

4.5 Superb26 Reviews

“The staff here are very knowledgeable super friendly! I would choose this bank especially at this location over any other banks! Thank you Adiene and all the staff members here for always making my visits feel welcome everytime I stop by.”

4 Good47 Reviews

“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!”

5 Superb7 Reviews

“Everyone at the Chelsea (main) branch of MCU are incredible friendly, communicative, and informative with all things banking. Specifically Mav, Jacqueline, Alejandra, Polina, and Kevin: they helped through the very tedious process we required of them, and made things simple as possible for us. My family has been banking with Metro for nearly 100 years (true story!), and they've always there when we needed with expert financial advise, exceptional friendliness and care, and though I live far away from any branches I will continue to do business with Metro Credit Union. Hopefully for another 100 years, at least!”

3.3 Good167 Reviews

“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!”

4 Good21 Reviews

“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!”

2.9 Average85 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

“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

“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!!”

1.9 Poor23 Reviews

“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!?????”

2 Poor49 Reviews