Financial Advising near Methuen, MA
24 locations found near Methuen
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Financial Advising
Financial Advising
“My wife and I have been customers of The Savings Bank for a few years and we have found their staff to be extremely knowledgeable and courteous. The Bank offers all of the services and products we require, and yet still retains that small-town atmosphere. We highly recommend The Savings Bank.”
Financial Advising
“I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone”
Financial Advising
“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”
Financial Advising
“Have been dealing with TD Bank for longer than I remember. They have been wonderful to deal with and never a problem at all. Had to talk to a financialadvisor and have been dealing with Kaleigh. ABSOLUTELY WONDERFUL. She always has a smile on her face even though I know I drive her crazy. Can't say enough good things about Kaleigh other than I will not deal with anyone else. Just a great bank to deal with! Thanks to all and a BIG THANK YOU to Kaleigh!”
“Outstanding Service - Just wonderful people to deal with. I called today (September 7th, 2023) and they took the time Out of their day to answer a few questions for me - I wouldn't Hesitate to offer a recommendation for this firm - they are Outstanding. Thank you so much for your professional service.”
Financial Advising
“Love the employees here, great customer service and warm smile . They walked me through the steps and etc. Special shout out to Susan. Thanks for your help the other day. Really appreciate!!”
Financial Advising
“I have been working with Quentara at Powwow, LLC for a while now. She is extremely knowledgeable and truly committed to helping people understand and realize their financial potential. I was overwhelmed by the enormous amounts of information needed to navigate what I thought was relatively basic personal finance, but it's a full time job! I definitely needed guidance. To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.) and develops a customized plan designed to fit YOUR goals and needs. And it's not some cookie cutter, one plan fits all, here ya go, see ya later gimic. It's the real deal. As my life has changed, so has the plan. One of the best things to happen in my life, has been establishing a relationship with Quentara at Powwow, LLC. Highly recommend Powwow, LLC.”
Financial Advising
8AM - 5PM
12 Essex St, Andover
Financial Advising
8AM - 4:30PM
125 Indian Rock Rd Suite 4, Windham
Financial Advising
Financial Advising
“Great attitude and I love the vibe in this building. Friendly atmosphere with a bank that genuinely seems to care about those that they work with, they are also small enough that you never really have to deal with those long hold wait time and impersonal responses when you call. Very happy with my accounts here.”
Financial Advising
“I am 79 years of age and have used Salem tax for the past 15 years. The service is excellent: timely, professional, and individualized. The Financial advisor I have worked with is Tyler. She has guided me through three complex financial situations as well as preparing my tax returns yearly. I rely on Tyler more as I head into my eighth decade and she is available for questions through out the year. She is my stress reliever in financial situations.”
Financial Advising
Open 24 hours
25 Washington Square, Haverhill
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Kevin Flaherty of TIAA CREF in Andover is a complete rock star! My wife is the college professor. For years, we blindly trusted in this organization. We reached out earlier this year and were matched with Kevin. He has been tremendously helpful working with us to understand our retirement needs and dreams. I was impressed with his demeanor and attitude toward us during our initial meeting and with his preparation for presentation of recommendations. We look forward to continued good advice from Kevin and his team at TIAA CREF!”
9:00 AM - 5:00 PM
2 Elm Square Suite 201, Andover
Financial Advising
“Caleb is a great CFP to work with! He helped me set up life insurance policies for my 3 daughters and has provided me with guidance on investing for my families future. After meeting in person, he has kept in constant contact with general information in the market as well specific info pertaining to my situation.I just turned 41 yrs old and I feel like a real adult knowing I'm securing a future for my little ones :) Thanks Caleb and Co.!”
9:00 AM - 5:00 PM
33 Walker Rd, North Andover
Financial Advising
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TD Bank
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“Helpful & most friendly. Answered every questions I had and also informed on common mistakes people do when filling their taxes. Service was highly appreciated. Will be coming back soon !”