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8:30AM - 5PM
200 Technology Square Suite 101, Cambridge
Investing
“Courtney was extremely helpful and patient with me. I’m new to investing and she took the time to answer all my questions and make sure I understood everything. She has a warm and pleasant personality. She is also well educated on investing and finance. This combination made it possible for her to help me without coming off cocky and annoying because she knows everything and I’m just learning. Highly recommend.”
“We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future. We look forward to working with JB in the years to come and would absolutely recommend him to others.”
“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.”
Open 24 hours
30 Rowes Wharf, Boston
Investing
“Nice ATM. Clean, works well, visible from the street for safety. One of 2 choices if you want to bank with JPM/Chase in Boston. No place to park or stand however, so walk, bike, take the T or bring a friend to wait in the car and hope for the best. The location is right between Starbucks and the BoA ATM with street access from Rowes Wharf”
“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.”
8:00 AM - 5:00 PM
50 Rowes Wharf 3rd Floor, Boston
Investing
8:30AM - 5PM
200 Revere Beach Pkwy, Chelsea
Investing
“"Mav" Rivera is simply phenomenal. If only every business had somebody like him front and center! He is pleasant and professional, kind and courteous, as well as super knowledgeable, and he proactively looks out for his customers' banking well-being with top-notch advice. If only Metro Credit Union had gotten feedback from this young man before rolling out their horrible new voicemail system a while ago! (It's cumbersome and counter-intuitive, impractical, and not user-friendly at all. I give the new voicemail system no stars...)Anyway, Mav is fantastic, and I congratulate MCU for hiring him., an excellent decision.”
“I have been with this group for many, many years now. I work with Michael Fielding specifically. He and his support staff provide great attention to detail, thoughtful recommendations for investments by my family and me, and the confidentiality that is so very important these days. I highly recommend this firm!”
“Give me a break with these terrible reviews. I ha e never experienced any ill way with them and they are very easy to work with. Excellent customer skills. Shame on your 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!”
8:30AM - 5PM
200 Market St, Lynnfield
Investing
“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”
8AM - 5PM
101 Arch St #2020, Boston
Investing
8:30AM - 5PM
155 Congress St, Boston
Investing
“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.”
9AM - 5PM
100 Federal St 17th Floor, Boston
Investing
10:00 AM - 5:00 PM
210 Andover St, Peabody
Investing
8AM - 7PM
60 State St, Boston
Investing
8AM - 5PM
28 State St #6, Boston
Investing
8AM - 6:30PM
1 Liberty Sq Suite 200, Boston
Investing
8AM - 5PM
60 State St Ste 2100, Boston
Investing
8:30AM - 5PM
60 State St Ste 2100, Boston
Investing
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Investing
“Assistant Branch Manager Karen is so delightful. She is always attentive and very helpful. I always have a great experience when I visit the branch. I get happy when I see her because I know I will get the upmost Customer Service!”