Investing near Natick, MA

21 locations found near Natick
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First Republic Bank Investing

“This past week I had the pleasure of working with Blake Groves to close a CD and have the proceeds sent to me. This decision was made to prepare for an upcoming surgury and any unexpected bills I might have.First Republic still has two CDs of mine and I will be adding to them when I recover and get back to normal.Blake provided me with outstanding service in every way. He understood my situaiton completely, and sent the check immediately via UPS. I got it the next day after communicating with him!I hope to keep him as my banker in the future and I look forward to working with him and the other people at his bank.A+ all the way!”

5 Superb2 Reviews
Charles Schwab Investing

“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.”

5 Superb1 Reviews
Edward Jones - Financial Advisor: Paul W Lam, AAMS™ Investing

“My financial plans for retirement were nonexistent. Connor broke down my earnings/spendings and put me on a plan that will set me up for where I want to be. He helped me realize how important it is to start early and have your money working for you. Great guy great advisor!”

5 Superb1 Reviews
Dr. Alan N. Hoffman Investment Manager Investing

“Deciding who will manage something so important as your money is a really hard decision, and after really painful experiences, I am happy that I found Allan Hoffman and now I can rest easy about my hard earned money.All companies promise things that they finally do not deliver. I've been with Morgan Stanley, and they are just lavish offices and well-dressed executives. They got nothing done for my money, their performance was horrible, and seriously, nothing special was affecting the market, only pure incompetence! Their commissions were extremely high, so I really felt I was the one who was paying for their privileges. Then I switched to Fisher Investments, but all the bells and whistles of a fair treatment of the commissions and promises of higher returns, ended being only smoke. Apples to apples, my money got an even lower return than at MS.I got the tip from the CEO of my company about using Alan Hoffman firm. He was really happy about the returns and said that even his is more like a 'boutique' investment firm, it doesn't come with a higher cost. I was hesitant at first, my most important concern was he might not dedicate enough time to my account because is an extremely successful Management professor, but I was completely wrong. He was always available for my questions, even when the market was having big swings. The returns I've seen are higher than all other companies, even when I compare the returns that friends and colleagues get from a diverse range of firms, I am the one who gets more returns.I have no hesitation to recommend him! His firm is exactly in the sweet spot, giving a reliable and honest advice, super reasonable commissions, great returns, and the advantage of great customer service.”

0 Na0 Reviews

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  1. Natick, Massachusetts